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Est. 2026The front page of wealth managementNew York

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Shareholder/vice President · Treasure Coast Financial Planning, Inc.

Anthony J. Dzielski

CRD 5050321 · Named on Form ADV at one SEC-registered adviser

At a glance

Treasure Coast Financial Planning, Inc., an SEC-registered wealth manager based in Vero Beach, FL with $241 million in regulatory assets, lists Anthony J. Dzielski on its Form ADV as Shareholder/vice President.

Firms and roles

AtlasMembers

Anthony’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
Locked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

SEC adviser record

Registered since
2006 (20 years)
Designations
Certified Financial Planner
Exams
Series 66
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
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Previous firms, with start and end dates
3 firmsLocked
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
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Guy L. BassiniPrincipal Owner, Chief Executive Officer, President and Chief Compliance Officer, Treasure Coast Financial Planning, Inc.
  • Angela D. JohnsonShareholder/secretary and Treasurer, Treasure Coast Financial Planning, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Anthony’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.