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Anthony Stanley Waskiewicz

INVESTMENT OFFICE RESOURCES, LLC·CLAYTON, Missouri
Series 6, Series 7, Series 24, Series 31, Series 63, Series 65Clean record24 years registeredINVESTMENT OFFICE RESOURCES, LLC
8301 MARYLAND AVE, CLAYTON, MO 63105CRD# 2149426Firm CRD# 311647

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Anthony Stanley Waskiewicz · CLAYTON, MO
Registration
CRD #2149426 · INVESTMENT OFFICE RESOURCES, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

ALLOCATOR SOLUTIONS, LLC
Jul 2025 – present
IOR
Jan 2021 – present
HIGHLINE WEALTH MANAGEMENT, LLC
Mar 2007 – Nov 2007
BETHESDA, MD
MELTZER WEALTH MANAGEMENT
Nov 2006 – Apr 2007
BETHESDA, MD
MORGAN STANLEY
Jun 2002 – Feb 2005
BETHESDA, MD
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 24
Series 31
Series 63
Series 65
Registration record
First registered · June 21, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INVESTMENT OFFICE RESOURCES, LLC
CRD 311647 · SEC 801-129634
AUM
$107M
Regulatory assets under management
Employees
7
1 client accounts
Services offered by INVESTMENT OFFICE RESOURCES, LLC
Per Form ADV
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at INVESTMENT OFFICE RESOURCES, LLC →
Introduction

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05

Frequently Asked Questions

What services does Anthony Stanley Waskiewicz offer?
Anthony Stanley Waskiewicz specializes in Investment Management. Contact their office in CLAYTON, Missouri for a consultation.
What are Anthony Stanley Waskiewicz's credentials?
Anthony Stanley Waskiewicz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anthony Stanley Waskiewicz located?
Anthony Stanley Waskiewicz is based in CLAYTON, Missouri, working with INVESTMENT OFFICE RESOURCES, LLC. Their office serves clients in the CLAYTON metropolitan area and surrounding communities.
How does Anthony Stanley Waskiewicz charge for services?
Anthony Stanley Waskiewicz's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVESTMENT OFFICE RESOURCES, LLC?
INVESTMENT OFFICE RESOURCES, LLC has approximately 7 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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