Anthony MantellinoCRD Number: 5216552
Current Firm: Lpl Financial LLC
Anthony Mantellino (CRD# 5216552) is an Investment Advisor Representative working at Lpl Financial LLC in Horsham, PA and has over 15 years of experience in the finance industry.
Lpl Financial LLC
Oppenheimer & Company Inc.
Blackrock Investment Management, LLC
|Lpl Financial LLC||Horsham, PA||Feb 2020 - Current||2|
|Mml Investors Services||Staten Island, NY||Oct 2017 - Jan 2020||2|
|Massmutual||Staten Island, NY||Sep 2017 - Jan 2020||2|
|Nylife Securities LLC||Edison, NJ||Apr 2016 - Sep 2017||1|
|New York Life Insurance Company||Edison, NJ||Mar 2016 - Sep 2017||1|
|Fairleigh Dickinson University||Teaneck, NJ||Sep 2016 - Dec 2016||< 1|
|Metlife Securities||New York, NY||Jan 2013 - Mar 2016||3|
|Metlife||New York, NY||Jan 2013 - Mar 2016||3|
|Ameriprise Financial||Staten Island, NY||Dec 2006 - Jan 2013||6|
|American Express Financial Advisors Inc.||Staten Island, NY||Sep 2006 - Jan 2013||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2007|
Total Assets Under Management404,176MILLIONS
Total Number of Accounts1,517,995ACCOUNTS
Average Account Value$266,257
- 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
- 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
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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