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Anthony Michael Pyle

CRD# 7638940·Registered 2023 - 2025
Previously Registered: Being a previously registered professional could mean that Anthony is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Anthony Michael Pyle, who also goes by Anthony M Pyle, Anthony Pyle, was a registered financial advisor. Anthony was a previously registered financial professional and started their career in finance 2023 - 2025. Anthony had worked at 1 firm and has passed the Series 65 exam.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Anthony M Pyle, Anthony Pyle

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

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

3 years in the financial services industry

Current & Past Employments

AVANTAX ADVISORY SERVICES·CRD# 104556
RIA
Dayton, OH
March 6, 2023 - August 5, 2025

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Current Firm

AA
AVANTAX ADVISORY SERVICES

1ST GLOBAL ADVISORY SERVICES | HD VEST ADVISORY SERVICES | H.D. VEST ADVISORY SERVICES, INC | AVANTAX WEALTH MANAGEMENT | AVANTAX ADVISORY SERVICES, INC. | AVANTAX ADVISORY SERVICES

CRD#: 104556 / SEC#: 801-29892

Contact Information

Main Address

3200 Olympus Blvd Suite 100, Dallas, TX 75019

Phone Number

(972) 870-6000

# of Employees

2,278

Documents

Latest Form ADV

Part 2 Brochures

FORM ADV 2A FIRM BROCHURE (3/31/2025)

Regulatory Assets Under Management

Total Number of Accounts

140,306

AUM (Assets Under Management)

$46,109,939,749

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
12/13/2024Cover PageReport
11/28/2023Cover PageReport

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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.

1) POHLMAN, TALMAGE, BROWN & CAMPBELL CPAS, INC.; POSITION: Client Manager NATURE: This is a CPA firm specializing in full service accounting, tax, consulting & financial services - financial statements and financial consulting. INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 130 START DATE: 09/28/2020; 3445 S Dixie Drive, Suite 200, Dayton OH 45439; Serve as the main point of contact to the client for my respective book of business, Outsourced accounting, Business tax prep & review, Personal tax prep & review, Small business consulting activities. 2) COPPERFIELD PROPERTY HOME OWNER'S ASSOCIATION, INC.; POSITION: Treasurer NATURE: HOA Activities:1. Overseeing the property management company2. Reviewing & approving architectural changes that homeowners submit3. Hiring contractors to maintain green space4. Enforcing agreed upon bylaws5. Collecting and following up on outstanding dues INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2022; 1311 Tayfield Court, Dayton OH 45414; Approve HOA bills to be paid by the property management company, Ask HOA president or mgt. company for clarification if a bill is unexpected, Review monthly financials produced by the mgt. company for accuracy, Attend periodic HOA board meetings, Complete and review annual HOA budget 3) PTBC CPA'S FINANCIAL SERVICES POSITION: Partner NATURE: This is the new DBA for the CPA firm specializing in full service accounting, tax, consulting & financial services - financial statements andfinancial consulting. INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2025 ADDRESS: 3445 S Dixie Dr, Ste 200, Dayton OH 45439, United States DESCRIPTION: 1. Serve as the main point of contact to the client for my respective book of business.2. Outsourced accounting3. Business tax prep & review4. Personal tax prep & review5. Small business consulting activities

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2023About the Series 65 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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