Anthony Al Nasser
Professional Summary
Anthony Al Nasser, who also goes by Anthony Thomas Al Naser, Anthony Thomas Naser, Anthony Naser, is a registered financial advisor currently at SOL FINANCIAL located in Miami, Florida. Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Anthony has worked at 3 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Anthony Thomas Al Naser, Anthony Thomas Naser, Anthony Naser
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Videos & Posts
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SUMMIT FINANCIAL, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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SUMMIT FINANCIAL, LLC
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
7 years in the financial services industry
Current & Past Employments
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Current Firm
SOL FINANCIAL | SOL FINANCIAL LLC
Contact Information
Main Address
2665 S Bayshore Dr Suite 220/94, Miami, FL 33133Phone Number
(305) 792-8377# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
71AUM (Assets Under Management)
$9,760,502Similar Advisors
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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.
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State Registrations and Notice Filings
(11/26/2024)
(11/19/2024)
(10/7/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Anthony Al Nasser's CRS (Customer Relationship Summary).
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