linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Anthony Philip Balestrieri

Tocqueville Asset Management LP

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Anthony? Claim Your Profile

About Anthony Philip Balestrieri

Anthony Balestrieri is an Investment Advisor Representative with Tocqueville Asset Management LP. Anthony has been with Tocqueville Asset Management LP since December 2013. Anthony has a Series 65 license, Uniform Investment Adviser Law Examination, and a Series 2 license, Non-Member General Securities Examination. Anthony is registered in California, New Jersey, New York, and North Carolina. Anthony's firm, Tocqueville Asset Management LP, provides financial planning, selection of other advisers, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles.

Firm Information

Anthony Balestrieri is currently registered with Tocqueville Asset Management LP. Tocqueville Asset Management LP is an investment advisor registered with the SEC and headquartered in New York, NY. The firm manages a range of investment portfolios for individuals, families, foundations, endowments, and institutions. Tocqueville Asset Management LP offers financial planning, portfolio management, and selection of other advisors.
Tocqueville Asset Management LP

40 WEST 57TH STREET

NEW YORK, NY 10019

$8.87B

Assets Under Management

Not reported

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

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.

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Anthony Balestrieri’s Registration & Firm History

NY

09/15/2014 - Present

Tocqueville Asset Management LP (NEW YORK NY)

Not sure if Anthony Philip Balestrieri is right for you?

Licenses & Designations

IA

Issued 12/09/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/16/1994

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anthony Philip Balestrieri.
Not sure if Anthony Philip Balestrieri is right for you?