Unclaimed Profile

Anton James Anderson

ELITE INVESTMENT TEAM LLC·SAN DIEGO, California

Series 65Clean record7 years registeredELITE INVESTMENT TEAM LLC

501 WEST BROADWAY, SAN DIEGO, CA 92101CRD# 6961800Firm CRD# 296922

Profile Verification

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

Identity

Anton James Anderson · SAN DIEGO, CA

Registration

CRD #6961800 · ELITE INVESTMENT TEAM LLC · 7 years registered

Brand Profile

Not yet started

Career History

COPPELL ADVISORY SOLUTIONS LLC

Jun 2023 – present

ONYX BRIDGE WEALTH GROUP LLC

Jan 2021 – Jun 2021

San Diego, CA

ELITE INVESTMENT TEAM LLC

Sep 2018 – Jan 2021

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 11, 2018

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ELITE INVESTMENT TEAM LLC

CRD 296922 · SEC 801-113531

AUM

$28M

Regulatory assets under management

Employees

136 client accounts

Services offered by ELITE INVESTMENT TEAM LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ELITE INVESTMENT TEAM LLC →

Introduction

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Frequently Asked Questions

What services does Anton James Anderson offer?

Anton James Anderson specializes in Financial Planning, Investment Management. Contact their office in SAN DIEGO, California for a consultation.

What are Anton James Anderson's credentials?

Anton James Anderson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Anton James Anderson located?

Anton James Anderson is based in SAN DIEGO, California, working with ELITE INVESTMENT TEAM LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Anton James Anderson charge for services?

Anton James Anderson'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 ELITE INVESTMENT TEAM LLC?

ELITE INVESTMENT TEAM LLC has approximately 24 employees and manages $28M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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