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Anthony Francis Apollaro

PANTHREX ASSET MANAGEMENT LLC·DALLAS, Texas
Series 7, Series 66Clean record18 years registeredPANTHREX ASSET MANAGEMENT LLC
9111 CYPRESS WATERS BLVD, DALLAS, TX 75019CRD# 2524799Firm CRD# 281619

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Anthony Francis Apollaro · DALLAS, TX
Registration
CRD #2524799 · PANTHREX ASSET MANAGEMENT LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

COPPELL ADVISORY SOLUTIONS LLC
Nov 2011 – present
VARSITY ASSET MANAGEMENT, LLC
Jan 2014 – Aug 2016
COPPELL, TX
OPTIMUS CAPITAL ADVISORS, LLC
Aug 2008 – Nov 2011
COPPELL, TX
MCKEELGESEK FINANCIAL ADVISORY SERVICES, LLC
Jan 2008 – Aug 2008
COPPELL, TX
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · January 2, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PANTHREX ASSET MANAGEMENT LLC
CRD 281619 · SEC 801-106856
AUM
$32M
Regulatory assets under management
Employees
2
3 client accounts
Services offered by PANTHREX ASSET MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PANTHREX ASSET MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Anthony Francis Apollaro offer?
Anthony Francis Apollaro specializes in Financial Planning, Investment Management. Contact their office in DALLAS, Texas for a consultation.
What are Anthony Francis Apollaro's credentials?
Anthony Francis Apollaro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anthony Francis Apollaro located?
Anthony Francis Apollaro is based in DALLAS, Texas, working with PANTHREX ASSET MANAGEMENT LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Anthony Francis Apollaro charge for services?
Anthony Francis Apollaro's firm is compensated through percentage of aum, subscription fees, other: share in the fee paid to sub advisers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PANTHREX ASSET MANAGEMENT LLC?
PANTHREX ASSET MANAGEMENT LLC has approximately 2 employees and manages $32M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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