Best Investors
Account
Sign in
Best Investors
Account
Sign in
Anovest Investment Advisors CRD 132344
$39.5M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3225 Shallowford Road Suite 220, Marietta, GA 30062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2007-08-22 |
Branch Locations
3225 Shallowford Road Suite 220, Marietta, GA 30062 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anovest Financial Services, Inc | Marietta | GA | 08/2005 | Present |
| Anovest Investment Advisors, Inc. | Marietta | GA | 08/2007 | Present |
CAMPBELL DEVELOPMENT GROUP - 5/2003 TO PRESENT. 1115 Broadway Floor 12, NEW YORK, NY 10010. CHILDREN'S WEBSITE (CANDOSTREET.COM), BUSINESS CONSULTING NONPROFIT (VOLUNTEER FOR THE WEBSITE 3 TO 5 HOURS A MONTH, AND DICZOK INCOME TAX PREPARATION, PREPARES TAXES DURING TAX SEASON ABOUT 3 HOURS/DAY WHICH ARE DURING TRADING HOURS. ANOVEST INVESTMENT ADVISORS, INC (REGISTERED INVESTMENT ADVISER); INVESTMENT-RELATED; IAR, LESS THAN 1 HOUR/MONTH, ALL DURING TRADING HOURS; DUTIES INCLUDE PROVIDING CUSTOMER SERVICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-11 |
Reach out to this advisor