Anthony Pontoriero, financial advisor Freehold NJ
93 score

Anthony Pontoriero

CRD Number: 6267625
Current Firm: Santander Securities

Anthony Pontoriero (CRD# 6267625) is an Investment Advisor Representative working at Santander Securities in Freehold, NJ and has over 3 years of experience in the finance industry. Anthony Pontoriero 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
Santander Securities, LLC Dorchester, MA Nov 2017 - Current < 1
Santander Bank, N.a. Boston, MA Nov 2017 - Current < 1
Massmutual Financial Wall Township, NJ Jul 2016 - Nov 2017 1
Mml Investors Services, LLC Wall Township, NJ Mar 2017 - Jun 2017 < 1
Metlife Securities Inc. Wall Township, NJ Jan 2015 - Mar 2017 2
Metlife Premier Client Group Of New Jersey Wall Township, NJ Jan 2015 - Jun 2016 1
New England Securities Wall Township, NJ Jul 2013 - Jan 2015 1
Creative Financial Group Wall Township, NJ Jul 2013 - Dec 2014 1
Holiday Service Center Toms River, NJ Jan 2006 - Jun 2013 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Anthony Pontoriero
Phone Number: (866)-736-6475
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    610
    MILLIONS
  • Total Number of Accounts
    4,969
    ACCOUNTS
  • Average Account Value
    $122,752
Compensation Options
  • A percentage of assets under your management
  • Other
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

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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