Anthony Bellino
CRD Number: 5863622Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Compensation Model: Both
True wealth is about more than money. It is about achieving life.
To that point, Tony and his Team believe strongly that it is their obligation to be accountable to and transparent with their clients and to place their best interests ahead of his own.
From stocks, bonds and socially responsible investing to business sales, Tony does and will do whatever it takes to help you realize your goals.
Tony graduated from Arizona State University in Tempe Arizona with a Bachelors of Science in Business and Communications. He returned to Scottsdale Arizona after having worked and studied at the Massachusetts Institute of Technology in Cambridge Massachusetts.
He is a partner with the Bellino Group and focuses on in-depth financial planning, business development and client relationships. Tony appreciates being able to draw on Merrill Lynch’s deep resources and specialists as well as his team to create solutions for difficult and challenging situations. During volatile markets, Tony helps clients set realistic goals and arms them with the financial information they need to make knowledgeable decisions.
Tony was a member of The National Association of Stock Plan Professionals(NASPP), an association committed to providing its members with services designed to enrich their professional skills and further their professional knowledge.
Tony and his family reside in Scottsdale Arizona.
CRD# 2794155
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Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America Na | Scottsdale, AZ | Jun 2011 - Current | 12 |
Merrill Lynch | Scottsdale, AZ | Oct 2010 - Current | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2011 |
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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