Anthony Mantellino, financial advisor Horsham PA

Anthony Mantellino

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Anthony M. Mantellino
Phone Number: 704-733-3300
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    404,176
    MILLIONS
  • Total Number of Accounts
    1,517,995
    ACCOUNTS
  • Average Account Value
    $266,257
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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