Anthony Gerbasio (CRD# 5465331) is an Investment Advisor Representative working at Prudential Financial Planning Services in Basking Ridge, NJ and has over 8 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prudential Insurance Company Of America | Basking Ridge, NJ | Nov 2020 - Current | 3 |
| Pruco Securities, LLC | Basking Ridge, NJ | Oct 2020 - Current | 3 |
| Altomare Financial | Wayne, NJ | Jan 2017 - Current | 7 |
| Mml Investors Services, LLC | Fairfield, NJ | Mar 2017 - Jan 2020 | 2 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Nov 2016 - Jan 2020 | 3 |
| Msi Financial Services, Inc. | Fairfield, NJ | Nov 2016 - Mar 2017 | < 1 |
| Unemployed | Verona, NJ | May 2016 - Nov 2016 | < 1 |
| Axa Advisors, LLC | New York, NY | Apr 2016 - May 2016 | < 1 |
| Lincoln Financial Securities Corporation | Little Falls, NJ | Jun 2014 - Apr 2016 | 1 |
| Vonhalle Brokerage Group | Little Falls, NJ | May 2012 - Apr 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2016 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- NJ
-
Total Assets Under Management16,379MILLIONS
-
Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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