Anthony Petsis & Associates Inc.

Overview

Anthony Petsis & Associates Inc. is a small, individually owned corporate advisory practice that operates primarily as a registered representative of a broker-dealer and as an insurance broker. The firm provides financial planning services and bills clients on an hourly basis rather than through asset-based fees. It does not present itself as a capital allocator, is not active in ESG investing, and is not registered as a multi-state adviser. The firm's regulatory and business footprint appears limited — it is not described as a newly formed adviser, does not act as a pension consultant, and has no listed related advisers. The combination of brokerage and insurance activities alongside hourly financial planning suggests the practice is oriented toward advice and product placement rather than discretionary portfolio management.

Assets & Accounts

Investments & Alternatives