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Anthony Stanley Waskiewicz

Allocator Solutions, LLC

St Louis, MO

Ior

Clayton, MO

CRD 2149426

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Employer firm

Allocator Solutions, LLC CRD 337300

$514M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Allocator Solutions, Llc

8301 Maryland Ave. Suite 300, St Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-07-08
  • MO RA
    APPROVED
    Since 2025-07-08

Branch Locations

8301 Maryland Ave. Suite 300, St Louis, MO 63105 • United States

Ior

8301 Maryland Ave Suite 300, Clayton, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2021-01-14
  • MO RA
    APPROVED
    Since 2021-01-14

Branch Locations

8301 Maryland Ave Suite 300, Clayton, MO 63105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Investment Office Resources Clayton MO 03/2020 Present
Mercy Health St. Louis MO 02/2010 11/2019
Self Employed St. Louis MO 11/2019 03/2020
Allocator Solutions, Llc St. Louis MO 06/2025 Present
  • 03/2020 → Present
    Investment Office Resources
    Clayton, MO
  • 02/2010 → 11/2019
    Mercy Health
    St. Louis, MO
  • 11/2019 → 03/2020
    Self Employed
    St. Louis, MO
  • 06/2025 → Present
    St. Louis, MO
Previous Registrations
  • 2007-03-27 → 2007-11-27
    Highline Wealth Management, Llc
    Bethesda, MD
  • 2006-11-18 → 2007-04-11
    Meltzer Wealth Management
    Bethesda, MD
  • 2002-06-21 → 2005-02-16
    Morgan Stanley Dw Inc.
    Bethesda, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-08-21
S63 Uniform Securities Agent State Law Examination 1991-11-22
  • S65 Uniform Investment Adviser Law Examination
    2002-08-21
  • S63 Uniform Securities Agent State Law Examination
    1991-11-22
Designations
  • Chartered Financial Analyst
Other Names
  • Tony Waskiewicz

View on SEC IAPD

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