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Anthony Kromer

40 Years of Experience
Broker

Anthony Kromer is a registered investment advisor at Stonex Advisors INC., based in Sandusky, OH, with 40 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 9,843 clients with $5.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
244 advisors
Number of Clients
9,843 clients
Average Client Portfolio
$517K average
Assets Under Management
$5.1B

Fee Structure

Minimum Annual Fee:$200

StoneX Advisors' investment management fees are negotiated between you and your financial advisor, with a maximum of 2% of your portfolio's value annually (1.5% for annuity allocations). There's a minimum annual fee of $200, or $300 for Unified Managed Accounts. Fees are typically deducted from your account quarterly or monthly in advance, but can be arranged in arrears. If you end the agreement early, you'll receive a refund for any unearned fees.

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Location

308 Wayne Street, Sandusky, OH, 44870

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Anthony owns and operates Tony Kromer & Associates, his financial advisor business. He dedicates about a quarter of his time to this business, including during market hours.

Employment History
Current Registrations
Stonex Advisors INC.
October 2015 - Present · 10 yrs 6 mos
Stonex Securities INC.Broker
June 2015 - Present · 10 yrs 10 mos
Previous Registrations
Wunderlich Securities, INC.Broker
March 2007 - June 2015 · 8 yrs 3 mos
Wunderlich Securities, INC.
March 2007 - June 2015 · 8 yrs 3 mos
Capital Securities of America, INC.
July 2003 - March 2007 · 3 yrs 8 mos
Capital Securities of America, INC.Broker
March 2001 - March 2007 · 6 yrs
Metlife Securities INC.Broker
March 1987 - March 2001 · 14 yrs
Metropolitan Life Insurance CompanyBroker
May 1985 - March 2001 · 15 yrs 10 mos
State Registrations7 states
FLNCNHOHPASCWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Anthony Kromer - Financial Advisor | TrueAdvisor