Anthony Vasile (CRD# 6769117) is an Investment Advisor Representative working at Pine Valley Investments in Marlton, NJ and has over 6 years of experience in the finance industry.
CRD# 2432429
Avantax Advisory Services
CRD# 5002082
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1982803
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pine Valley Investments | Cherry Hill, NJ | Jun 2020 - Current | 3 |
| Pine Valley Investments | Cherry Hill, NJ | Jun 2020 - Current | 3 |
| Girard Advisory Services, LLC | King Of Prussia, PA | Aug 2019 - Current | 4 |
| Girard Advisory Services | King Of Prussia, PA | Aug 2019 - May 2020 | < 1 |
| Morgan Stanley Private Bank, N.a. | New York, NY | Mar 2018 - Aug 2019 | 1 |
| Morgan Stanley | Market Place, PA | Apr 2017 - Aug 2019 | 2 |
| Morgan Stanley | Philadelphia, PA | Apr 2017 - Jul 2019 | 2 |
| Delaware Back Pain & Sports Rehab | Wilmington, DE | Jan 2016 - Mar 2017 | 1 |
| Delaware Back Pain And Rehabilitation Associates | Newark, DE | Feb 2016 - Feb 2017 | 1 |
| University Of Delaware | Newark, DE | Aug 2011 - Dec 2015 | 4 |
| University Of Delaware | Newark, DE | May 2011 - Dec 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2017 |
- NJ
-
Total Assets Under Management1,743MILLIONS
-
Total Number of Accounts4,147ACCOUNTS
-
Average Account Value$420,185
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, DE, FL, GA, MA, MD, NC, NH, NJ, NY, OH, PA, SC, TX, VA
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