Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony J. Maranzano is a financial advisor with Rockefeller Financial LLC, a firm with over $50 billion in assets under management. Anthony has been in the industry since 2014, and has worked for a variety of firms, including Oscar Gruss & Son Incorporated, William O'Neil Securities Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He is registered with FINRA and holds the Series 99 and SIE licenses. Anthony specializes in portfolio management for individuals, businesses, and investment companies, and provides financial planning, pension consulting, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
10/19/2020 - Present
Rockefeller Financial LLC (NEW YORK NY)
NY
03/26/2020 - 10/20/2020
OSCAR GRUSS & SON INCORPORATED (NEW YORK NY)
NY
08/19/2019 - 12/16/2019
WILLIAM O'NEIL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/28/2014 - 04/04/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 04/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2014
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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