AM
CFP
AM
CFP

Anthony George Muttillo

31 Years of Experience
Broker
Areas of Practice
Retirement PlanningEstate PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
894 clients
Average Client Portfolio
$216K average
Assets Under Management
$192.9M

Fee Structure

Financial Planning:Included in AUM fee
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Location

One Airport Place, Suite 3, Princeton, NJ, 08540

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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 owns AGM Financial Services, Inc., where he prepares tax returns and maintains accounting records, taking about half his time. He also serves as a trustee for a trust and provides advisory services through New Century Financial Group, dedicating minimal time and about a quarter of his time, respectively.

Employment History
Current Registrations
New Century Financial Group, LLC
November 2015 - Present · 10 yrs 3 mos
Osaic Wealth, INC.Broker
February 1994 - Present · 32 yrs
Previous Registrations
Agm Financial Services, INC.
February 2016 - December 2016 · 10 mos
Agm Financial Services, INC.
October 2003 - December 2015 · 12 yrs 2 mos
State Registrations13 states
CACTDEFLMAMDMENCNJNYOHPASC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.