Anthony RocchioCRD Number: 5979390
Current Firm: Advice And Planning Services
Anthony Rocchio (CRD# 5979390) is an Investment Advisor Representative working at Advice And Planning Services in Hackensack, NJ and has over 5 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Tiaa-cref Individual & Institutional Services, LLC||Hackensack, NJ||Mar 2016 - Current||< 1|
|Tiaa||Hackensack, NJ||Mar 2016 - Current||< 1|
|Tdameritrade||Paramus, NJ||Jun 2015 - Mar 2016||< 1|
|Unemployed||Franklin Lakes, NJ||Feb 2015 - Jun 2015||< 1|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Feb 2015||< 1|
|Morgan Stanley||New York, NY||Jan 2013 - Feb 2015||2|
|Axa Advisors, LLC||New York, NY||Sep 2011 - Dec 2012||1|
|Unemployed||Mahwah, NJ||Jun 2011 - Sep 2011||< 1|
|Union College||Schenectady, NY||Sep 2007 - Jun 2011||3|
|Structuretone, Inc.||Boston, MA||Jun 2010 - Aug 2010||< 1|
|Amway Global||Glen Rock, NJ||Jan 2009 - Dec 2009||< 1|
|Structuretone, Inc.||Lyndhurst, NJ||Jun 2009 - Aug 2009||< 1|
|Gbc Corporation||Paterson, NJ||Jun 2007 - Aug 2007||< 1|
|General Nutrition Center||Paramus, NJ||Dec 2006 - Aug 2007||< 1|
|Bergen Catholic Hs||Oradell, NJ||Sep 2003 - Jun 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2011|
|S66||NASAA Uniform Combined State Law Examination||Mar 2013|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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
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