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AV

Anthony R. Vasquez

RELIANCE WEALTH MANAGEMENT
SAN ANTONIO, TX 78256
Some features on this profile are disabled
CRD#: 7529559
AV

Professional summary

Anthony Russell Vasquez, who also goes by Anthony Vasquez, is a registered financial advisor currently at RELIANCE WEALTH MANAGEMENT located in San Antonio, Texas.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Anthony has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Anthony Vasquez

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.
the name of the other business; Reliance Financial Partners the address of the other business; 6827 Camp Bullis Rd. STE 402 San Antonio TX 78256 the nature of the other business; Insurance Sales your position; Sales Agent title, or relationship with the other business; Sales Agent the start date of your relationship; 07/08/2024 the approximate number of hours/month you devote to the other business; 100hrs/month the number of hours you devote to the other business during securities trading hours; 100hrs/month and briefly describe your duties relating to the other business; Licensed sales representative selling fixed-indexed annuities and indexed-universal life insurance to clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Russell Vasquez'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®
None

Experience

Current

February 7, 2025 - Present

RELIANCE WEALTH MANAGEMENT

Office #1: 6827 Camp Bullis Rd Ste 402, San Antonio, TX 78256Office #2: 222 Sidney Baker South Suite 350b, Kerrville, TX 78028Office #3: 748 W San Antonio, New Braunfels, TX 78130
RIA
CRD#: 332415
SAN ANTONIO, TX
Past

July 18, 2024 - July 24, 2025

COPPELL ADVISORY SOLUTIONS LLC

RIA
CRD#: 156549
San Antonio, TX
Past

September 26, 2022 - July 12, 2024

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
San Antonio, TX
Past

May 2, 2022 - July 12, 2024

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
San Antonio, TX

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
(2/7/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/16/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/30/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/27/2021
Securities Industry Essentials Examination

Current Firm

RW
RELIANCE WEALTH MANAGEMENT
RELIANCE WEALTH MANAGEMENT | S&D FINANCIAL, LLC | S & D FINANCIAL, L.L.C.

CRD#: 332415 / SEC#:

Texas
Registered Investment Advisory firm - (2/4/2025 Approved)
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Contact information

Main Address
6827 Camp Bullis Rd Ste 402, San Antonio, TX 78256
Mailing Address
Phone number
(210) 255-3040
Established
Firm type
Fiscal year end
# of Employees
16

Documents

Latest Form ADV
0

Red Flags

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.

Company Information

RELIANCE WEALTH MANAGEMENT

CRD#: 332415San Antonio, TX 78256

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