Anchor & Oak Wealth Advisors, LLC

CRD 342544 · Marco Island, FL

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 342544
SEC number: 801-136471
Firm type: RIA
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: 516-662-2546
Address: 221 South Collier Blvd., Marco Island, FL, 34145

Advisors at this firm

3 in our index · page 1 of 1

Mark Paul CollinsworthCRD 4422660 · Collierville, TN

IA Registered
Joshua James JoinerCRD 5561257 · Tampa, FL

IA Registered
Melissa Kristine Perez-LeblancCRD 3227323 · Fulshear, TX

IA Registered

Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 342544 ↗ FINRA BrokerCheck record for firm CRD 342544 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.