Anthony Gino Valeri
Investment adviser representative at Zions Capital Advisors, Inc.
32 yearsExperience
10 statesRegistered in
CFADesignation
$830.8MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
32 years in the industry.
- Zions Capital Advisors, Inc.Aug 2024 to now
- Zions Direct, Inc.Aug 2024 to now
- Zions Bancorporation, N.A.Mar 2017 to now
- Zions Capital AdvisorsMar 2017 to Dec 2023
- UnemployedOct 2016 to Mar 2017
- Linsco/private Ledger Corp.Jan 1994 to Mar 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 10 states (AZ, CA, CO, ID, NV, OR, TX, UT, WA, WY).
Zions Capital Advisors, Inc.
$830.8MAssets managed
45Clients
14Advisers
22 yearsIn 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
- 2446578
- Firm CRD
- 131308