Anthony Al Nasser
Advisor at SOL Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Anthony Al Nasser is a financial advisor at SOL Financial in Miami, FL, holding a Series 65 designation with six years of industry experience. His prior roles include positions at Diversify Advisory Services, DFPG Investments, and Global Wealth Partners. Outside of advisory work, he is a licensed insurance agent and a real estate sales associate. SOL Financial provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, pension and profit-sharing plans, and certain investment companies. The firm uses a variety of analytical methods and investment vehicles, typically exercises discretionary trading authority, and maintains a small client base with a focus on specialized client types.
Expertise
Based on SOL Financial
Options & derivatives strategies
Private / alternative investments
Concentrated stock management
Fee options
Financial planning fixed fees range from $2,500 to $25,000; Venture capital advisory fixed fees range from $5,000 to $50,000 depending on complexity and scope
$0 - $999,999: 1.75% $1,000,000 - $4,999,999: 1.50% $5,000,000+: 1.25%
Location
2665 S Bayshore Dr, Suite 220/94
Miami, FL 33133
Most active in
Anthony A has reported serving >5 clients in these states in the last 12 months.
California · Florida · Texas
Work history
Sol Financial LLC
2024 - Present (2 years)
Diversify Advisory Services, LLC
2023 - 2024 (1 year)
DFPG Investments, Inc.
2019 - 2023 (4 years)
Depaul
2015 - 2016 (1 year)
Global Wealth Partners
2015 - 2016 (1 year)
Global Wealth Partners
2014 - 2024 (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Series 63, Series 65
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Lawrence W
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ECF Wealth, Inc.
Leon S
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Surfside, FL
Thames Asset Management, Inc
Ivan M
CFP®, CFA®, ChFC®, Series 63, Series 65, Series 66
Miami, FL
Mendoza Private Wealth
Paul D
Series 65
Key Biscayne, FL
Private Lane Capital, LLC
Alejandro C
Series 65
Miami, FL
BlueReef Capital
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