AF
AF

Anthony Joseph Fortuna

24 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
2,967 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
Loading...

Location

176 Westbrook Road, Essex, CT, 06426

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Anthony is an independent insurance agent since 2011, selling life insurance. This takes a few hours per week, including time during trading hours.

Employment History
Current Registrations
Essex Financial Services, INC.
May 2011 - Present · 14 yrs 9 mos
Previous Registrations
The Leaders Group, INC.Broker
June 2021 - March 2024 · 2 yrs 9 mos
Essex Financial Services, INC.Broker
May 2011 - June 2021 · 10 yrs 1 mo
Nutmeg Securities, LLCBroker
July 2009 - May 2011 · 1 yr 10 mos
Nutmeg Securities, LLC
July 2009 - May 2011 · 1 yr 10 mos
Bancnorth Investment Group, INC.Broker
January 2007 - April 2009 · 2 yrs 3 mos
Primevest Financial Services, INC.
January 2007 - April 2009 · 2 yrs 3 mos
Ameriprise Financial Services, INC.
May 2006 - January 2007 · 8 mos
Ameriprise Financial Services, INC.Broker
January 2006 - January 2007 · 1 yr
Advest, INC.Broker
September 2000 - December 2005 · 5 yrs 3 mos
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.