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Anthony Petsis & Associates, Inc. Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

Anthony Petsis & Associates, Inc. is a financial services firm based in Newtown, Pennsylvania, at 401 South State Street. The company employs 2-10 people. It offers securities and investment advisory services through Royal Alliance, a FINRA/SIPC-member broker-dealer; additional advisory services are provided through Anthony Petsis & Associates, Inc. The firm has a history spanning two generations and operates in Bucks County to support clients' financial planning needs. The organization has received industry recognitions, including InvestmentNews 5-Star Financial Planners for all four advisors in 2025, and Best Retirement Planning Firm in the Philadelphia area in 2024. The firm's website is apetsis.com.

Find Anthony Petsis & Associates, Inc. employees' phone numbers or email addresses

Anthony Petsis & Associates, Inc. Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

Anthony Petsis & Associates, Inc.'s Leadership

  • Stylized image of a person
    D. F.
    Client Services Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    H. S. H.
    Financial Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. P.
    Chartered Life Underwriter & Chartered Financial Consultant | Income & Investment Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. J.
    Financial Associate
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. P.
    Financial Associate
    Phone icon
    Mobile Phone

Anthony Petsis & Associates, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Anthony Petsis & Associates, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. F.
    Client Services Manager
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Jan 01, 2026
  • Stylized image of a person
    H. S. H.
    Financial Planner
    Phone icon
    Mobile Phone
    United StatesConnecticut
    Jun 08, 2026
  • Stylized image of a person
    T. P.
    Chartered Life Underwriter & Chartered Financial Consultant | Income & Investment Planner
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Apr 16, 2026
  • Stylized image of a person
    L. J.
    Financial Associate
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Jun 08, 2026
  • Stylized image of a person
    A. P.
    Financial Associate
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Aug 03, 2025

Frequently Asked Questions

What is Anthony Petsis & Associates, Inc. known for?

Minus sign iconPlus sign iconAnthony Petsis & Associates, Inc. was founded in 1980 operates in the Financial Services industry. Explore Anthony Petsis & Associates, Inc.'s company overview page for more information.

What is Anthony Petsis & Associates, Inc.'s most common email format?

Minus sign iconPlus sign iconAnthony Petsis & Associates, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Anthony Petsis & Associates, Inc. email formats with LeadIQ.

How many employees does Anthony Petsis & Associates, Inc. have currently?

Minus sign iconPlus sign iconAnthony Petsis & Associates, Inc. has approximately 9 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Anthony Petsis & Associates, Inc.'s key employees and leadership?

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As of July 2026, Anthony Petsis & Associates, Inc.'s key employees include:

  • Client Services Manager: D. F.
  • Financial Planner: H. S. H.
  • Chartered Life Underwriter & Chartered Financial Consultant | Income & Investment Planner: T. P.
  • Financial Associate: L. J.
  • Financial Associate: A. P.

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