Financial advisor
ANTHONY AUGUST SALTARSKI
At Savant Wealth Management · Oklahoma City, OK
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Exencial Wealth Advisors | Exencial | Savant Wealth Management | Acquisition | March 30, 2026 | $6.0B |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| SAVANT WEALTH MANAGEMENT | Investment adviser | April 3, 2026 | Current |
| EXENCIAL WEALTH ADVISORS | Investment adviser | November 18, 2021 | April 30, 2026 |
| AVANTAX ADVISORY SERVICES | Investment adviser | January 9, 2019 | November 23, 2021 |
| AVANTAX INVESTMENT SERVICES, INC. | Broker-dealer | May 12, 2015 | November 23, 2021 |
| FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. | Broker-dealer | October 28, 2011 | October 30, 2014 |
| FIDELITY BROKERAGE SERVICES LLC | Broker-dealer | August 6, 2010 | September 21, 2011 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.