Anthony Dzielski has been Shareholder/Vice President of Treasure Coast Financial Planning since January 2023, is not listed as a control person, but directly owns between 10% and 25% of the firm. Anthony Dzielski studied at the University of Florida.
Treasure Coast Financial Planning, Inc. is a Vero Beach, FL firm with $241M under management, 251 clients and 5 advisers in one office, as of its March 2026 filing.
Anthony J. Dzielski Jr. works with clients at Treasure Coast Financial Planning, based in Vero Beach, Florida, to create and execute financial plans. He began his career in personal finance in 2005 and has been with the firm since 2008. As an enrolled agent, he is empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service.
Anthony Dzielski’s longest registration is the current one, 13 years at Treasure Coast Financial Planning since 2013. Before joining Treasure Coast Financial Planning in 2013, Anthony Dzielski was registered through LPL Financial LLC and Raymond James Financial Services.
- – present · 13 yearsVero Beach, FL · Adviser representative · Firm CRD 166684
- LPL Financial LLC– · 4 yearsVero Beach, FL · Adviser representative · Firm CRD 6413
- Raymond James Financial Services– · under a yearSt Petersburg, FL · Adviser representative · Firm CRD 6694
- Ameriprise Financial Services, Inc.– · 1 yearTampa, FL · Adviser representative · Firm CRD 6363
Professional designations
Listed by Treasure Coast Financial Planning
- CFP®
- EA
Investment adviser representative registrations
Anthony Dzielski is registered as an investment adviser representative in 2 states. The first approvals date from April 2013; the most recent is Texas, in December 2021.
- FloridaSince 29 April 2013
- TexasSince 17 December 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 4 January 2006 |
| Series 7 | General Securities Representative Examination | 7 December 2005 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Anthony John Dzielski
- CRD
- 5050321
- Firm
- Treasure Coast Financial Planning · CRD 166684
- Role
- Shareholder/Vice President
- Office
- 545 BEACHLAND BLVD, Vero Beach, FL 32963
- Registration
- Investment adviser registration
- In the industry since
- April 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- theplanningco.com
Where does Anthony Dzielski work?
Anthony Dzielski has been Shareholder/Vice President of Treasure Coast Financial Planning, Inc. since January 2023.
Is Anthony Dzielski a financial advisor?
Yes. Anthony Dzielski has a current investment-adviser registration in Florida and Texas, through Treasure Coast Financial Planning since April 2013.
How many years of experience does Anthony Dzielski have?
Anthony Dzielski has 20 years in the financial industry, since April 2006, across 4 adviser firms.
What exams has Anthony Dzielski passed?
Anthony Dzielski has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2005.
Where did Anthony Dzielski work before Treasure Coast Financial Planning?
Before Treasure Coast Financial Planning, Anthony Dzielski was registered through Raymond James Financial Services, August 2007 to May 2008; Ameriprise Financial Services, Inc., January 2006 to May 2007.
Where is Anthony Dzielski based?
Anthony Dzielski’s registered office is in Vero Beach, FL.
Is Anthony Dzielski registered with FINRA?
No. Anthony Dzielski has no current broker registration.
Is Anthony Dzielski a CFP?
Treasure Coast Financial Planning lists Anthony Dzielski with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Anthony J. Dzielski Jr., CFP®, EA biography, theplanningco.com
How can I verify Anthony Dzielski’s record?
Search CRD 5050321 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Anthony Dzielski’s full registration record.
