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Anthony Michael Engellis

ST. Bernard Financial Services, Inc.

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About Anthony Michael Engellis

Anthony Engellis is a Registered Representative with St. Bernard Financial Services, Inc. in Russellville, Arkansas. Anthony has been in the financial services industry since 1997 and is dedicated to providing investment advice and financial planning services to individuals and businesses. Anthony specializes in portfolio management, financial planning, and educational seminars. He is a dedicated professional with a proven track record of success in the financial services industry.

Firm Information

Anthony Engellis is currently registered with ST. Bernard Financial Services, Inc.. ST. Bernard Financial Services, Inc. is a Corporation that was formed on March 24, 1994, and is headquartered in RUSSELLVILLE, AR. The firm provides investment advisory services to individuals and businesses. They specialize in portfolio management and offer educational seminars. They are registered with the SEC and in 46 states. ST. Bernard Financial Services, Inc. manages approximately $130,472,570 in regulatory assets for 841 clients.
ST. Bernard Financial Services, Inc.

1609 WEST MAIN ST

RUSSELLVILLE, AR 72801

$130.47M

Assets Under Management

Not reported

Total Clients

96

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Anthony Engellis’s Registration & Firm History

AR

10/26/2017 - Present

ST. Bernard Financial Services, Inc. (RUSSELLVILLE AR)

NY

03/01/2005 - 12/16/2016

LEGEND SECURITIES, INC. (NEW YORK NY)

NY

08/10/2004 - 02/28/2005

LEGEND MERCHANT GROUP, INC. (NEW YORK NY)

NY

12/20/2003 - 08/11/2004

LEGEND SECURITIES, INC. (NEW YORK NY)

NY

03/05/1998 - 02/26/2002

WIN CAPITAL CORP. (BAYVILLE NY)

NY

11/04/1997 - 02/03/1998

VISTA SECURITIES INC. (GARDEN CITY NY)

FL

03/24/1997 - 09/29/1997

NATIONAL SECURITIES CORPORATION (BOCA RATON FL)

NY

11/21/1996 - 03/24/1997

TIMECAPITAL SECURITIES CORPORATION (PORT JEFFERSON STATION NY)

NY

08/01/1994 - 11/11/1996

GAINES, BERLAND INC. (BETHPAGE NY)

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Licenses & Designations

BC

Issued 08/08/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/04/1998

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/30/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Anthony Michael Engellis. Review regulatory record here.
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