305 Spindrift Drive, Williamsville, NY, 14221
Get directionsNo 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.
Learn about disclosures →Anthony works as an advisor and registered representative for Independent Solutions Wealth Management, LLC and Peak Brokerage Services, dedicating about 10-20% of his time to each. He also works as a wealth manager for The Financial Guys DBA, spending minimal time on this activity.