Anthony Marcozzi, financial advisor New York NY

Anthony Marcozzi

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Anthony P. Marcozzi
Phone Number: (646) 687-6744
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    703
    MILLIONS
  • Total Number of Accounts
    448
    ACCOUNTS
  • Average Account Value
    $1,568,467
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States

CA, LA, MA, NY, TX

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