Anthony Fortunato, financial advisor Melville NY
90 score

Anthony Fortunato

CRD Number: 5926265
Current Firm: Advisors Asset Management, Inc.

Anthony Fortunato (CRD# 5926265) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Melville, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Advisors Asset Management, Inc. Monument, CO Jun 2013 - Current 3
Klaff's Norwalk, CT Jul 2012 - Jun 2013 < 1
Arjent LLC New York, NY Jun 2012 - Mar 2013 < 1
Clarkson University Potsdam, NY Sep 2008 - May 2012 3
Ubs Westport, CT May 2011 - Sep 2011 < 1
Klaff's Inc. Norwalk, CT Jun 2008 - Sep 2008 < 1
Norwalk High School Norwalk, CT Sep 2002 - Jun 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2012
S65 NASAA Investment Advisors Law Examination Sep 2013
Contact Info for Anthony J. Fortunato
Phone Number: 719-488-9956
Firm Website: http://www.aamlive.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    810
    MILLIONS
  • Total Number of Accounts
    821
    ACCOUNTS
  • Average Account Value
    $986,394
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI

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

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