AP
AP

Anthony R. Podojil

15 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
342 advisors
Number of Clients
28,410 clients
Average Client Portfolio
$439K average
Assets Under Management
$12.5B

Fee Structure

Minimum Investment:None
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Location

5900 Landerbrook Drive Suite 205, Mayfield Hts, OH, 44124

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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 ActivitiesSells Insurance

Anthony is a registered representative and investment advisor representative with Securities America. He also works as an education consultant and sells Medicare insurance, dedicating a few hours per week to insurance sales.

Employment History
Current Registrations
Osaic Advisory Services, LLC
November 2024 - Present · 1 yr 3 mos
Osaic Wealth, INC.
June 2024 - Present · 1 yr 8 mos
Osaic Wealth, INC.Broker
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Arbor Point Advisors
April 2021 - November 2024 · 3 yrs 7 mos
Cedar Brook Group
March 2018 - April 2021 · 3 yrs 1 mo
Securities America Advisors, INC.
August 2010 - June 2024 · 13 yrs 10 mos
Securities America, INC.Broker
December 2009 - June 2024 · 14 yrs 6 mos
State Registrations2 states
OHSC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Anthony R. Podojil - Financial Advisor | TrueAdvisor