Anthony James Fischetti
Investment adviser representative at Dynamic
7 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$5.6BFirm 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 assetsHourlyFixed or flat feeOther
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
7 years in the industry.
- DynamicJan 2023 to now
- Dynamic Wealth Advisors dba LifemanagedOct 2020 to now
- UnemployedJun 2020 to Oct 2020
- Kforce IncMay 2019 to Jun 2020
- The Vanguard Group, Inc.Jun 2017 to May 2019
- Northern Arizona University Housing and Residence LifeAug 2015 to May 2017
- Northern Arizona UniversityAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 2 states (AZ, CO).
Dynamic
Legal name: Dynamic Advisor Solutions LLC
$5.6BAssets managed
5,634Clients
75Advisers
15 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
- 6812764
- Firm CRD
- 151367