Anthony S. Rizzo
PROVISION ASSET
Fort Worth, TX 76244
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CRD#: 6438477
Professional summary
Anthony Steven Rizzo, CFP®, who also goes by Tony Rizzo, is a registered financial advisor currently at PROVISION ASSET, LLC located in Fort Worth, Texas.
Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Anthony has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tony Rizzo
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Business Name:Anthony S. Rizzo, sole proprietor
Is the Business investment-related: Yes
Address: 2133 Gregory Creek Drive, Little Elm, TX 75068
Nature of the other business: Insurance
Your position, title, or relationship: Insurance Agent
Start date of your relationship:09/2014
Approximate percentage of time and income related to the business: 70%
Number of hours spent on this activity per month: 80/month
Number of hours spent on this activity during securities trading: 80/trading hours
Duties: Insurance sales and service
Full Legal Business Name - Council of Financial Educators
Is the Business investment-related? (yes/no) - Education Related on Retirement Topics
Address COFE - Council of Financial Educators 970 Lake Carillon Drive, Suite 300 St. Petersburg, FL
What is the nature of the other business? Education
Your position, title, or relationship. Instructor
Start date of your relationship (mm/year) 2/2019
Approximate hours a month spent on the other business 1.5
Approximate hours during trading spent on the other business Average of 1/2 hour per month
Briefly describe your duties relating to the other business. Seminar Instructor
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Steven Rizzo's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2019
Experience
Current
May 5, 2016 - Present
PROVISION ASSET, LLC
Office #1: 9500 Ray White Road Ste 200, Fort Worth, TX 76244Office #2: 4500 Mercantile Plaza Drive Suite 300, Fort Worth, TX 76137RIA
CRD#: 282183
Fort Worth, TX
Past
January 30, 2015 - January 27, 2016
GRADIENT ADVISORS, LLC
RIA
CRD#: 152665
FORT WORTH, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PA
PROVISION ASSET, LLC
PROVISION ASSET, LLC
CRD#: 282183 / SEC#: 801-132214
RIA
Registered Investment Advisory firm - (3/20/2025 Approved)Florida
Registered Investment Advisory firm - (3/26/2025 Terminated)Oklahoma
Registered Investment Advisory firm - (3/31/2025 Terminated)Texas
Registered Investment Advisory firm - (3/26/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(5/5/2016)
Current Firm
PA
PROVISION ASSET, LLC
PROVISION ASSET, LLC
CRD#: 282183 / SEC#: 801-132214
RIA
Registered Investment Advisory firm - (3/20/2025 Approved)Florida
Registered Investment Advisory firm - (3/26/2025 Terminated)Oklahoma
Registered Investment Advisory firm - (3/31/2025 Terminated)Texas
Registered Investment Advisory firm - (3/26/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Oak Point, TX
Mailing Address
Phone number
(972) 987-9651
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 786 |
| AUM (Assets Under Management) | $ 100,812,551 |
Red Flags
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