Unclaimed Profile

Anthony Nanula

CHALICE WEALTH ADVISORS, LLC·SAN DIEGO, California

SIE, Series 7, Series 24, Series 63, Series 65Clean recordCHALICE WEALTH ADVISORS, LLC

10920 VIA FRONTERA, SAN DIEGO, CA 92127CRD# 4827436Firm CRD# 288792

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Anthony Nanula · SAN DIEGO, CA

Registration

CRD #4827436 · CHALICE WEALTH ADVISORS, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KINGSWOOD WEALTH ADVISORS, LLC

CRD 288792 · SEC 801-110755

AUM

$1.0B

Regulatory assets under management

Employees

4,527 client accounts

Services offered by KINGSWOOD WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KINGSWOOD WEALTH ADVISORS, LLC →

Introduction

Speak with Anthony

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Anthony is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAN DIEGO?

Browse all registered financial advisors in SAN DIEGO, California or claim this profile if it's yours.

Browse SAN DIEGO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Anthony Nanula offer?

Anthony Nanula specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.

What are Anthony Nanula's credentials?

Anthony Nanula is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Anthony Nanula located?

Anthony Nanula is based in SAN DIEGO, California, working with CHALICE WEALTH ADVISORS, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Anthony Nanula charge for services?

Anthony Nanula's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHALICE WEALTH ADVISORS, LLC?

CHALICE WEALTH ADVISORS, LLC has approximately 80 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →