Anthony Mercuri is a registered investment advisor at Ta-Check Financial LTD., based in Parma, OH, with 32 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Ta-Check Financial does not directly manage investments. Instead, they connect you with third-party asset managers like Potomac Fund Management. The fees you pay for investment management depend on the specific manager and the services they provide. Ta-Check receives a portion of these fees for referring you to the manager and providing ongoing client service.
Location
5515 Pearl Rd, Parma, OH, 44129
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anthony is involved in several business activities, including operating Sharaba's Financial Services and Vault Financial Group, LLC as DBAs for his LPL business, and providing investment advisory services through TA Check Financial LTD. He also owns rental real estate and provides tax preparation services, and sells insurance products including life, health, and long-term care insurance.
Employment History
Current Registrations
Ta-Check Financial LTD.
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ta-Check Financial LTD.
Sii Investments, INC.
Sii Investments, INC.Broker
Ta-Check Financial LTD.
Fsc Securities Corporation
Fsc Securities CorporationBroker
Capital Analysts, IncorporatedBroker
Walnut Street Securities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations18 states
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.