Unclaimed Profile

Anthony Gino Valeri

ZIONS CAPITAL ADVISORS, INC.·SALT LAKE CITY, Utah

SIE, Series 7, Series 63CFAClean record8 years registeredZIONS CAPITAL ADVISORS, INC.

ZIONS CAPITAL ADVISORS, SALT LAKE CITY, UT 84133CRD# 2446578Firm CRD# 131308

Profile Verification

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

Identity

Anthony Gino Valeri · SALT LAKE CITY, UT

Registration

CRD #2446578 · ZIONS CAPITAL ADVISORS, INC. · 8 years registered

Brand Profile

Not yet started

Career History

ZIONS CAPITAL ADVISORS, INC.

Aug 2024 – present

ZIONS CAPITAL ADVISORS, INC.

Sep 2017 – Dec 2023

San Diego, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · September 5, 2017

Years registered · 8

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ZIONS CAPITAL ADVISORS, INC.

CRD 131308 · SEC 801-63287

AUM

$1.8B

Regulatory assets under management

Employees

86 client accounts

Services offered by ZIONS CAPITAL ADVISORS, INC.

Per Form ADV

Selection of other advisers

View all advisors at ZIONS CAPITAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Anthony Gino Valeri offer?

Anthony Gino Valeri specializes in Wealth Management. Contact their office in SALT LAKE CITY, Utah for a consultation.

What are Anthony Gino Valeri's credentials?

Anthony Gino Valeri holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Anthony Gino Valeri located?

Anthony Gino Valeri is based in SALT LAKE CITY, Utah, working with ZIONS CAPITAL ADVISORS, INC.. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.

How does Anthony Gino Valeri charge for services?

Anthony Gino Valeri's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ZIONS CAPITAL ADVISORS, INC.?

ZIONS CAPITAL ADVISORS, INC. has approximately 16 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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