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RIA / WealthAdvisorCertified Financial Planner29 years in industry

ANTHONY MICHAEL PALASOTA

Advisor at ADVISORY SERVICES NETWORK

KELLER, TX | ATLANTA, GA

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Search this name across graphsid dfx:ria:457d7fa6-6b01-8ef4-b8d7-554e5f513483

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 14, 2001 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ADVISORY SERVICES NETWORK
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Feb 19, 1998
First registration: Mar 14, 2001
Dual registered: no
Other names: TONY PALASOTA
IAPD individual key: 2992127

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ADVISORY SERVICES NETWORK	Independent wealth	Aug 24, 2026	n/a	yes	ATLANTA, GA\|KELLER, TX	Current employment
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	Jul 17, 2026	no	AUSTIN, TX\|KELLER, TX\|IRVING, TX\|BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Mar 31, 2025	no	BOSTON, MA\|IRVING, TX\|KELLER, TX	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Mar 14, 2001	Jul 13, 2018	no	SOUTHLAKE, TX\|KELLER, TX\|IRVING, TX\|IRVING, TX\|WESTLAKE, TX\|IRVING, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STRATEGIC ADVISERS LLC	ADVISORY SERVICES NETWORK	Jul 17, 2026	Aug 24, 2026	38	Firm change	Ibd to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm

Relationships

Registered with (3)

→ ADVISORY SERVICES NETWORKRegistered adviserregistration: current employment
Aug 24, 2026 to presentfactForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to Jul 17, 2026factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Mar 31, 2025factForm ADV

Dated events

Occurred
Jul 17, 2026
Advisor changed firm
Anthony Michael Palasota left Strategic Advisers Llc for Advisory Services Network (registered 2026-08-24)
Form ADVobserved 6 days ago