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Ronald Dana Anthony

Atlantic Advisors, Inc.

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About Ronald Dana Anthony

Ronald Dana Anthony is an Investment Advisor Representative with Atlantic Advisors, Inc. Ronald is a Registered Investment Advisor with the state of Delaware and is pending registration with the state of Maryland. Ronald has been in the industry since 1980. Ronald has a background in securities, investment company products, and variable contracts. Ronald's prior experience includes working for Securities America, Inc., Investment Management & Research, Inc, Lincoln Investment Planning, Inc., and Copeland Equities, Inc. Ronald's current firm, Atlantic Advisors, Inc., manages over $6 million in assets for 35 clients.

Firm Information

Ronald Anthony is currently registered with Atlantic Advisors, Inc.. Atlantic Advisors, Inc. is a registered investment advisor with approximately $6,000,000 in assets under management. They provide portfolio management services for individuals. The firm has 35 clients.

$6.00M

Assets Under Management

Not reported

Total Clients

1

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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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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Ronald Anthony’s Registration & Firm History

DE

01/27/2025 - Present

Atlantic Advisors, Inc. (MILFORD DE)

NE

10/06/1995 - 03/18/2005

SECURITIES AMERICA, INC. (LAVISTA NE)

FL

07/18/1994 - 10/12/1995

INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)

PA

09/10/1992 - 07/19/1994

LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)

NJ

10/21/1980 - 07/28/1992

COPELAND EQUITIES, INC. (SOMERSET NJ)

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Licenses & Designations

IA

Issued 07/14/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/19/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/22/1996

Series 24 - General Securities Principal Examination

BC

Issued 03/11/1994

Series 7 - General Securities Representative Examination

BC

Issued 10/20/1980

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ronald Dana Anthony.
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