AS
AS

Anthony L Simonetti

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

350 Linden Oaks, Suite 140, Rochester, NY, 14625

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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.

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Other Business ActivitiesSells Insurance

Anthony is an investment advisor representative with Novem Group and a registered representative with OSAIC Wealth, Inc., dedicating about a quarter of his time to each. He also owns and manages rental properties and is the president of the Just Breathe Foundation, while also working as an insurance agent for ASH Brokerage and A.M. Ginsberg Advisory Group, LLC.

Employment History
Current Registrations
Osaic Wealth, INC.
October 2024 - Present · 1 yr 4 mos
Osaic Wealth, INC.Broker
October 2024 - Present · 1 yr 4 mos
Novem Group
February 2015 - Present · 11 yrs
Previous Registrations
American Portfolios Advisors, INC
November 2014 - October 2024 · 9 yrs 11 mos
American Portfolios Financial Services, INC.Broker
October 2014 - October 2024 · 10 yrs
AXA Advisors, LLC
March 2010 - October 2014 · 4 yrs 7 mos
AXA Advisors, LLCBroker
October 2008 - October 2014 · 6 yrs
State Registrations4 states
FLNCNJNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.