AT
CFP
AT
CFP

Anthony Truino

26 Years of Experience
1 DisclosureBrokerSells Insurance

Anthony Truino is a CFP-designated registered investment advisor at LPL Financial LLC, based in Darien, CT, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

320 Boston Post Road 2nd Floor, Darien, CT, 06820

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2015
Denied
Other Business ActivitiesSells Insurance

Anthony is affiliated with Stratos Wealth Partners, Ltd. and Twenty Four Wealth Management, providing investment advisory services and operating as an IAR. These activities take up nearly all of Anthony's time.

Employment History
Current Registrations
LPL Financial LLC
April 2025 - Present · 1 yr
Stratos Wealth Partners, LTD
December 2019 - Present · 6 yrs 4 mos
LPL Financial LLCBroker
December 2019 - Present · 6 yrs 4 mos
Previous Registrations
MML Investors Services, LLCBroker
March 2017 - December 2019 · 2 yrs 9 mos
MML Investors Services, LLC
March 2017 - December 2019 · 2 yrs 9 mos
Msi Financial Services, INC.
June 2002 - March 2017 · 14 yrs 9 mos
Msi Financial Services, INC.Broker
June 2002 - March 2017 · 14 yrs 9 mos
Metropolitan Life Insurance CompanyBroker
June 2002 - July 2007 · 5 yrs 1 mo
H&r Block Financial Advisors, INC.Broker
October 1999 - June 2002 · 2 yrs 8 mos
State Registrations43 states
AKALARAZCACOCTDCDEFLGAIAIDILINKYLAMAMDMEMIMNMSMTNCNHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.