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RIA / WealthAdvisorChartered Financial Analyst33 years in industry

ANTHONY GINO VALERI

Advisor at ZIONS CAPITAL ADVISORS, INC.

San Diego, CA | SALT LAKE CITY, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ee22b423-87fe-7574-9cec-b6ede2fc5295

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Sep 5, 2017 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Anthony Gino Valeri

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: ZIONS CAPITAL ADVISORS, INC.
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 10
Designations: Chartered Financial Analyst
Exams: S63
First exam: Jul 28, 1994
First registration: Sep 5, 2017
Dual registered: no
IAPD individual key: 2446578

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
ZIONS CAPITAL ADVISORS, INC.	Institutional manager	Aug 13, 2024	n/a	yes	San Diego, CA\|SALT LAKE CITY, UT	Current employment
ZIONS CAPITAL ADVISORS, INC.	Institutional manager	Sep 5, 2017	Dec 31, 2023	no	San Diego, CA\|SALT LAKE CITY, UT	Previous registration

Relationships

Registered with (1)

→ ZIONS CAPITAL ADVISORS, INC.Registered adviserregistration: previous registration
Sep 5, 2017 to Dec 31, 2023factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ee22b423-87fe-7574-9cec-b6ede2fc5295
First observed: Sep 5, 2017
Last observed: Sep 15, 2026 3 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ANTHONY GINO VALERI

Advisor at ZIONS CAPITAL ADVISORS, INC.

San Diego, CA | SALT LAKE CITY, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ee22b423-87fe-7574-9cec-b6ede2fc5295

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:42 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

ZIONS CAPITAL ADVISORS, INC.

Institutional manager

Aug 13, 2024

n/a

yes

San Diego, CA|SALT LAKE CITY, UT

Current employment

ZIONS CAPITAL ADVISORS, INC.

Institutional manager

Sep 5, 2017

Dec 31, 2023

San Diego, CA|SALT LAKE CITY, UT

Previous registration