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President & Director of Investment Management · Zions Capital Advisors, Inc.

Anthony G. Valeri

CRD 2446578 · Named on Form ADV at one SEC-registered adviser

At a glance

Zions Capital Advisors, Inc., an SEC-registered asset manager based in Salt Lake City, UT with $831 million in regulatory assets, lists Anthony G. Valeri on its Form ADV as President & Director of Investment Management, a control person.

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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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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

  • Jennifer K. HashChief Compliance Officer, Zions Capital Advisors, Inc.
  • David K. AndersonDirector & DIR, Strategic Financial Planning & Analysis, Zions Capital Advisors, 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.