Capitol Securities Management
47yrs
Top advisor by experience in Tampa
22yrs
Anthony Cisek has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Tampa, Florida. After a year at Summit Financial Group and less than a year at Natcity Investments, Anthony joined J. W. Cole Advisors in 2009, a firm offering financial planning, investment management, and selecting outside investment managers. Anthony holds the CFP® designation.
One of 3079 advisors with offices in Tampa, and one of 2910 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 74% of advisors in Tampa
Office4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$255,702
Advisors at the firm498
States licensed ?1 state
Services through J. W. Cole Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2009 – nowJ. W. Cole Advisors, Inc.Current firm
- May 2008 – Nov 2009Summit Financial Group Inc.Previously
- Aug 2007 – Jan 2008Natcity Investments, Inc.Previously
- 2004 – 2007A. G. Edwards & Sons, Inc.Previously
Contact Anthony
(813) 935-6776J. W. Cole Advisors main office 4301 Anchor Plaza Parkway Suite 450Tampa, FL 33634Office · Get directions Firm websitewww.jw-cole.com
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Questions to ask Anthony
Tailored to Anthony’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Anthony
How do I contact Anthony?
Call J. W. Cole Advisors at (813) 935-6776 and ask for Anthony Cisek. Anthony works from the Tampa, FL office.
How long has Anthony been a financial advisor?
Anthony has been in the industry since 2004, about 22 years. More experience than 74% of advisors in Tampa.
What licenses does Anthony hold?
Series 66. Tap any license on this page to see what it allows.
Is Anthony a fiduciary?
Anthony is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Anthony paid?
J. W. Cole Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Anthony for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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