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Anthony Szefler

Independent Solutions Wealth Management, LLC

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About Anthony Szefler

Anthony Szefler is a financial advisor with Independent Solutions Wealth Management, LLC and is registered in New York. Anthony has been in the industry since 2020 and has been registered with both FINRA and the SEC. Anthony has experience in providing financial advice to individuals, corporations, charitable organizations and high-net-worth individuals. Anthony holds the Series 63, 65, and SIE exams. Anthony is also registered in Florida, Louisiana, Massachusetts, North Carolina and South Carolina.

Firm Information

Anthony Szefler is currently registered with Independent Solutions Wealth Management, LLC. Independent Solutions Wealth Management, LLC is a registered investment advisor based in Williamsville, NY. The firm provides financial planning, portfolio management for individuals, and portfolio management for businesses. They serve a variety of clients including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth. The firm manages over $953 million in assets.
Independent Solutions Wealth Management, LLC

305 SPINDRIFT DRIVE

WILLIAMSVILLE, NY 14221

$953.83M

Assets Under Management

Not reported

Total Clients

19

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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 Szefler’s Registration & Firm History

NY

12/16/2022 - Present

Independent Solutions Wealth Management, LLC (WILLIAMSVILLE NY)

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Licenses & Designations

IA

Issued 05/06/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/07/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/12/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/25/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anthony Szefler.
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