Anthony MarcozziCRD Number: 6480617
Current Firm: Ethic Inc.
Anthony Marcozzi (CRD# 6480617) is an Investment Advisor Representative working at Ethic Inc. in New York, NY and has over 5 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Park Avenue Securities LLC
|Ethic Inc.||New York, NY||May 2019 - Current||2|
|Ubs Financial Services Inc.||Weehawken, NJ||Aug 2016 - Apr 2019||2|
|Bucknell University Full Time Student||Lewisburg, PA||Aug 2012 - May 2016||3|
|Bucknell University Office Of Admissions||Lewisburg, PA||Jan 2013 - Oct 2015||2|
|Ubs Financial Services||Weehawken, NJ||Jun 2015 - Aug 2015||< 1|
|Philadelphia Soul Arena Football Team||Voorhees, NJ||Jun 2014 - Aug 2014||< 1|
|The Taproom & Grill (crystal Lake Associates, Inc.)||Haddon Township, NJ||Jun 2014 - Jul 2014||< 1|
|The Law Offices Of Marcozzi & Marcozzi||Westmont, NJ||Jun 2010 - Dec 2013||3|
|Altair Management Partners||Wexford, PA||Jun 2013 - Jul 2013||< 1|
|Bishop Eustace Prep||Pennsauken, NJ||Sep 2010 - Jun 2012||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2016|
Total Assets Under Management703MILLIONS
Total Number of Accounts448ACCOUNTS
Average Account Value$1,568,467
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
CA, LA, MA, NY, TX
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