Investment adviser representative · Alere Planning LLC
Anthony M. Assadi
CRD 4834324 · Isle Of Palms, SC
At a glance
Anthony M. Assadi is an investment adviser representative with Alere Planning LLC in Isle Of Palms, SC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Anthony’s SEC record dates to 2017, about 8 years ago. Designations on file: Certified Financial Planner, Chartered Financial Analyst.
Current advisory firm
- Alere Planning LLCSince November 2017Isle Of Palms, SC · $208M in regulatory assets
SEC adviser record
- Registered since
- 2017 (8 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Anthony’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Alere Planning LLC
- William J. Weglein Jr.Isle Of Palms
Every advisor at Alere Planning LLC →Alere Planning LLC: assets, clients and custodians →Financial advisors in Isle Of Palms, SC →Advisor Moves: who changed firms this week →