Anthony Rocchio, financial advisor Hackensack NJ
90 score

Anthony Rocchio

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Anthony J. Rocchio
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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