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Anthony Karpowich

36 Years of Experience
Pt. Pleasant Beach, NJ
Broker

Anthony Karpowich is a registered investment advisor at Wells Fargo Advisors, based in Pt. Pleasant Beach, NJ, with 36 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

501 Broadway Suite 201, [Satellite], Pt. Pleasant Beach, NJ, 08742

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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 Activities

Anthony is the owner of Gold Star Wealth Management, LLC, an investment-related firm. He dedicates about a quarter of his time to this activity.

Employment History
Current Registrations
Wells Fargo Advisors
March 2016 - Present · 10 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2016 - Present · 10 yrs 2 mos
Previous Registrations
Janney Montgomery Scott LLC
June 2009 - March 2016 · 6 yrs 9 mos
Janney Montgomery Scott LLCBroker
April 2000 - March 2016 · 15 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1997 - April 2000 · 2 yrs 5 mos
Wheat, First Securities, INC.Broker
January 1991 - November 1997 · 6 yrs 10 mos
Butcher & Singer INC.Broker
May 1990 - January 1991 · 8 mos
Hibbard Brown & CO., INC.Broker
January 1990 - May 1990 · 4 mos
State Registrations13 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.