Anthony Massaro, financial advisor Marlton NJ

Anthony Massaro

CRD Number: 6532669
Current Firm: Lpl Financial LLC

Anthony Massaro (CRD# 6532669) is an Investment Advisor Representative working at Lpl Financial LLC in Marlton, NJ and has over 6 years of experience in the finance industry. Anthony Massaro 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.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Marlton, NJ Jul 2019 - Current 2
M Financial Planning Services Marlton, NJ Jul 2019 - Current 2
The Vanguard Group, Inc. Malvern, PA Jul 2015 - Jun 2019 3
M Financial Planning Services Marlton, NJ Jun 2012 - Jul 2015 3
Rutgers University New Brunswick, NJ Sep 2012 - May 2015 2
Sherwin-williams Paints Marlton, NJ Apr 2012 - Dec 2014 2
N/a Medford, NJ Jan 2012 - Apr 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2015
S65 NASAA Investment Advisors Law Examination Aug 2017
Contact Info for Anthony R. Massaro
Phone Number: 704-733-3300
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    268,834
    MILLIONS
  • Total Number of Accounts
    1,055,189
    ACCOUNTS
  • Average Account Value
    $254,773
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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