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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Edward Dacruz is a financial advisor with over 38 years of experience in the industry. Anthony is currently registered with Morgan Stanley and is actively licensed in multiple states. Anthony has previously held positions with RBC Capital Markets, LLC, J. B. Hanauer & Co., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Anthony is a Series 7, 24, 63, and 65 licensed advisor. Anthony holds designations in multiple specializations including asset allocation advice, financial planning, pension consulting, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
07/09/2015 - Present
Morgan Stanley (Miami FL)
NY
10/09/2009 - 08/11/2011
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
NJ
05/23/1984 - 10/09/2009
J. B. HANAUER & CO. (PARSIPPANY NJ)
NA
05/23/1984 - 01/01/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 03/25/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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