Unclaimed Profile

James Edward Anisi

SIERRA INVESTMENT PARTNERS, INC.·WALNUT CREEK, California

Clean recordSIERRA INVESTMENT PARTNERS, INC.

101 YGNACIO VALLY ROAD, WALNUT CREEK, CA 94596-4061CRD# 8024082Firm CRD# 110954

Profile Verification

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

Identity

James Edward Anisi · WALNUT CREEK, CA

Registration

CRD #8024082 · SIERRA INVESTMENT PARTNERS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Edward Anisi is a registered financial advisor based in WALNUT CREEK, California, affiliated with SIERRA INVESTMENT PARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Wealth Management

Fee-Only Advisory

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

SIERRA INVESTMENT PARTNERS, INC.

AUM

$5.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at SIERRA INVESTMENT PARTNERS, INC. →

Services

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 8024082

Firm CRD# 110954

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Edward Anisi offer?

James Edward Anisi specializes in Wealth Management, Fee-Only Advisory. Contact their office in WALNUT CREEK, California for a consultation.

What are James Edward Anisi's credentials?

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

Where is James Edward Anisi located?

James Edward Anisi is based in WALNUT CREEK, California, working with SIERRA INVESTMENT PARTNERS, INC.. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.

How does James Edward Anisi charge for services?

James Edward Anisi's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SIERRA INVESTMENT PARTNERS, INC.?

SIERRA INVESTMENT PARTNERS, INC. has approximately 9 employees and manages $5.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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