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Anthony Stanley Waskiewicz

Investment adviser representative at Allocator Solutions, LLC
16 yearsExperience
1 stateRegistered in
CFADesignation
$513.5MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

16 years in the industry.

  1. Allocator Solutions, LLCJun 2025 to now
  2. Investment Office ResourcesMar 2020 to now
  3. Self EmployedNov 2019 to Mar 2020
  4. Mercy HealthFeb 2010 to Nov 2019

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law1991
  • Series 65 · Uniform Investment Adviser Law2002

State registrations

Registered as an investment adviser representative in 1 state (MO).

Allocator Solutions, LLC

$513.5MAssets managed
1Clients
1Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2149426
Firm CRD
337300
Advisor's SEC record (opens in a new tab)
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