Anthony Carrino, financial advisor Newtown PA

Anthony Carrino

CRD Number: 41649
Current Firm: Roble, Belko And Company, Inc.

Anthony Carrino (CRD# 41649) is an Investment Advisor Representative working at Roble, Belko And Company, Inc. in Newtown, PA and has over 36 years of experience in the finance industry. Anthony Carrino 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
Roble Asset Management Pittsburgh, PA Mar 2003 - Current 19
Emmet & Company Far Hills, NJ Feb 2003 - Current 19
First Institutional Securities LLC West Paterson, NJ Mar 2002 - Current 20
Cpa Investment Solutions, LLC Yardley, PA Nov 2000 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1986
S66 NASAA Uniform Combined State Law Examination Dec 2002
Contact Info for Anthony J. Carrino
Phone Number: (724) 935-4990
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    936
    MILLIONS
  • Total Number of Accounts
    829
    ACCOUNTS
  • Average Account Value
    $1,129,413
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, IL, NJ, PA, TX

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