Anthony Dolegowski, financial advisor Basking Ridge NJ

Anthony Dolegowski

CRD Number: 4308913
Current Firm: Lpl Financial LLC

Anthony Dolegowski (CRD# 4308913) is an Investment Advisor Representative working at Lpl Financial LLC in Basking Ridge, NJ and has over 18 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Lpl Financial LLC Basking Ridge, NJ Oct 2018 - Current 5
Affinity Federal Credit Union Basking Ridge, NJ Jul 2018 - Current 5
E*trade Securities LLC Morristown, NJ Jul 2018 - Jul 2018 < 1
E*trade Capital Management LLC Morristown, NJ Jul 2018 - Jul 2018 < 1
E*trade Capital Management LLC King Of Prussia, PA May 2016 - Jul 2018 2
E*trade Securities LLC King Of Prussia, PA May 2016 - Jul 2018 2
E*trade Capital Management LLC Morristown, NJ Jun 2012 - May 2016 3
E*trade Securities LLC Morristown, NJ Apr 2012 - May 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2006
S66 NASAA Uniform Combined State Law Examination Jun 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Anthony J. Dolegowski
Phone Number: 704-733-3300
Registered State(s):
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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