Anthony Michael Roylance
Investment adviser representative at Pinkerton Wealth Partners
25 yearsExperience
1 stateRegistered in
$1.4BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
25 years in the industry.
- Pinkerton Wealth PartnersAug 2024 to now
- Pinkerton Retirement Specialists, LLCJun 2023 to now
- Sherman Portfolios, LLCOct 2022 to now
- Capital Management Services, IncJan 2015 to Dec 2022
- William E Sherman and AssociatesMay 2011 to Jun 2023
- Fenton Fire Protection DistrictAug 2001 to Jun 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (MO).
Pinkerton Wealth Partners
Legal name: Pinkerton Wealth, LLC
$1.4BAssets managed
1,262Clients
17Advisers
16 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
- 6054330
- Firm CRD
- 120973