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Anthony John Mercuri

31 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
N/A
Firm Size
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only
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Location

5515 Pearl Rd, Parma, OH, 44129

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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 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.
January 2023 - Present · 3 yrs 1 mo
LPL Financial LLC
February 2018 - Present · 8 yrs
LPL Financial LLCBroker
February 2018 - Present · 8 yrs
Previous Registrations
Ta-Check Financial LTD.
November 2017 - December 2022 · 5 yrs 1 mo
Sii Investments, INC.
August 2007 - February 2018 · 10 yrs 6 mos
Sii Investments, INC.Broker
August 2007 - February 2018 · 10 yrs 6 mos
Ta-Check Financial LTD.
October 2002 - October 2007 · 5 yrs
Fsc Securities Corporation
September 2001 - August 2007 · 5 yrs 11 mos
Fsc Securities CorporationBroker
May 2001 - August 2007 · 6 yrs 3 mos
Capital Analysts, IncorporatedBroker
July 1997 - May 2001 · 3 yrs 10 mos
Walnut Street Securities, INC.Broker
December 1993 - May 1996 · 2 yrs 5 mos
American Express Financial Advisors INC.Broker
October 1992 - December 1993 · 1 yr 2 mos
Ids Life Insurance CompanyBroker
October 1992 - December 1993 · 1 yr 2 mos
State Registrations18 states
CACODEFLIDILKSMDMINCNHOHOKORPATNTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Anthony John Mercuri - Financial Advisor | TrueAdvisor