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Anthony Manolelis

American Trust Investment Services, Inc.

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About Anthony Manolelis

Anthony Manolelis is a financial advisor with American Trust Investment Services, Inc. He is located in San Clemente, CA. Anthony Manolelis has been in the industry since February 2, 2022. He has a Series 7TO and SIE license.

Firm Information

Anthony Manolelis is currently registered with American Trust Investment Services, Inc.. American Trust Investment Services, Inc. is a corporation formed in December 1968. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico. The firm has reported 4 regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

31

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Anthony Manolelis’s Registration & Firm History

CA

02/03/2022 - Present

American Trust Investment Services, Inc. (San Clemente CA)

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Licenses & Designations

BC

Issued 02/03/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/14/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anthony Manolelis.
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