Anthony Trimboli (CRD# 4734730) is an Investment Advisor Representative working at Park Avenue Securities LLC in Darien, CT and has over 12 years of experience in the finance industry.
CRD# 1538140
Lpl Financial LLC
CRD# 4652073
American Portfolios Advisors, Inc.
CRD# 5490658
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guardian Life Insurance | Darien, CT | Dec 2019 - Current | 4 |
| Park Avenue Securities | Darien, CT | Dec 2019 - Current | 4 |
| Park Avenue Securites | Westport, CT | Dec 2017 - Dec 2019 | 2 |
| Guardian Life Insurance | Westport, CT | Dec 2017 - Dec 2019 | 2 |
| Park Avenue Securities | Rye Brook, NY | Feb 2011 - Nov 2017 | 6 |
| Guardian Life Ins Company | Rye Brook, NY | Oct 2007 - Nov 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2014 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management11,882MILLIONS
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Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
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