Unclaimed Profile

Anthony John Gesek

UNION FINANCIAL PARTNERS, SAN FRANCISCO, INC.·SAN FRANCISCO, California

Series 65Clean record16 years registeredUNION FINANCIAL PARTNERS, SAN FRANCISCO, INC.

2001 UNION STREET, SAN FRANCISCO, CA 94123CRD# 4671211Firm CRD# 127310

Profile Verification

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

Identity

Anthony John Gesek · SAN FRANCISCO, CA

Registration

CRD #4671211 · UNION FINANCIAL PARTNERS, SAN FRANCISCO, INC. · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: UNION FINANCIAL PARTNERS, SAN FRANCISCO, INC.

UNION FINANCIAL PARTNERS, SAN FRANCISCO, INC.

Oct 2009 – Sep 2016

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 26, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

UNION FINANCIAL PARTNERS, SAN FRANCISCO, INC.

CRD 127310 · SEC 801-108877

AUM

$114M

Regulatory assets under management

Employees

127 client accounts

Services offered by UNION FINANCIAL PARTNERS, SAN FRANCISCO, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at UNION FINANCIAL PARTNERS, SAN FRANCISCO, INC. →

Introduction

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Frequently Asked Questions

What services does Anthony John Gesek offer?

Anthony John Gesek specializes in Financial Planning, Investment Management.

What are Anthony John Gesek's credentials?

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

Where is Anthony John Gesek located?

Anthony John Gesek is based in SAN FRANCISCO, California, last registered with UNION FINANCIAL PARTNERS, SAN FRANCISCO, INC..

How does Anthony John Gesek charge for services?

Anthony John Gesek'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 UNION FINANCIAL PARTNERS, SAN FRANCISCO, INC.?

UNION FINANCIAL PARTNERS, SAN FRANCISCO, INC. has approximately 3 employees and manages $114M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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