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Anthony Peter Deszily

Destination Wealth Management

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About Anthony Peter Deszily

Anthony Deszily is a financial advisor with Destination Wealth Management. Anthony has been in the industry since 1996. Anthony is a Certified Financial Planner and has a Series 6, 7, 9, 10, and 63 license. Anthony is registered to provide investment advisory services in California, Nevada, and Texas. Anthony has a wealth of experience in helping individuals and families reach their financial goals.

Firm Information

Anthony Deszily is currently registered with Destination Wealth Management. Destination Wealth Management is an investment advisory firm based in Walnut Creek, California. They manage approximately $3.7 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. The firm offers financial planning and portfolio management services.
Destination Wealth Management

1255 TREAT BOULEVARD

WALNUT CREEK, CA 94597

$3.70B

Assets Under Management

4

Total Clients

33

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Anthony Deszily’s Registration & Firm History

CA

01/29/2009 - Present

Destination Wealth Management (WALNUT CREEK CA)

TX

07/07/1997 - 10/05/2004

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NJ

04/26/1996 - 04/02/1997

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BC

Issued 04/25/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/28/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/31/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 07/15/1997

Series 7 - General Securities Representative Examination

BC

Issued 04/25/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anthony Peter Deszily.
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