Anthony Locascio (CRD# 1025728) is an Investment Advisor Representative working at Investment Capital Advisors in Clinton, NJ and has over 25 years of experience in the finance industry. Anthony Locascio has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1209183
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Investment Capital Advisors LLC | Clinton, NJ | Jul 2018 - Current | 5 |
| Kovack Securities Inc. | Clinton, NJ | Oct 2014 - Current | 9 |
| Anthony Locascio Consulting, LLC | Clinton, NJ | Aug 2005 - Current | 18 |
| Anthony Locascio Agency | Bridgewater, NJ | Aug 1981 - Current | 42 |
| Kovack Advisors, Inc. | Fort Lauderdale, FL | May 2015 - Oct 2018 | 3 |
| Resource Horizons Group, LLC | Marietta, GA | Oct 2013 - Oct 2014 | 1 |
| C2p Capital Advisory Group D/b/a Prosperity Capital Advisors | Westlake, OH | Oct 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1998 |
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- FL
- LA
- NJ
- NC
- PA
- SC
- TX
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Total Assets Under Management70MILLIONS
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Total Number of Accounts492ACCOUNTS
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Average Account Value$142,685
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, LA, NC, NJ, PA, SC, TX
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