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Anthony Grassi is a registered investment advisor, based in Red Bank, NJ, with 29 years of industry experience.
Location
331 Newman Springs Road, Building 1, 4th Floor, Suite 1, Red Bank, NJ, 07701
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Regulatory History (3)
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Customer Dispute
April 2021Denied
Customer Dispute
August 2012Settled
Customer Dispute
March 2005Denied
Other Business ActivitiesSells Insurance
Anthony is an insurance agent since 2014, dedicating a few hours per week to insurance activities. He is also an advisor at BG Wealth Advisors (full-time) and owner of Biagini Grassi Advisory Group, LLC (minimal time).
Employment History
Current Registrations
Cetera Advisors LLC
September 2022 - Present · 3 yrs 10 mos
Cetera Advisors LLCBroker
September 2022 - Present · 3 yrs 10 mos
Cetera Investment Advisers LLC
November 2020 - Present · 5 yrs 8 mos
Previous Registrations
First Allied Advisory Services, INC.
July 2012 - November 2020 · 8 yrs 4 mos
First Allied Securities, INC.Broker
December 2008 - September 2022 · 13 yrs 9 mos
First Allied Securities, INC.
December 2008 - July 2012 · 3 yrs 7 mos
First Montauk Securities CORP.
September 2008 - December 2008 · 3 mos
First Montauk Securities CORP.Broker
May 2006 - December 2008 · 2 yrs 7 mos
Ashton-Clayton Financial Group, LLCBroker
June 2004 - June 2006 · 2 yrs
American Express Financial Advisors, INC.
May 2004 - June 2004 · 1 mo
American Express Financial Advisors INC.Broker
October 1996 - June 2004 · 7 yrs 8 mos
Ids Life Insurance CompanyBroker
October 1996 - June 2004 · 7 yrs 8 mos
State Registrations13 states
AZDEFLNCNJNVNYPAPRSCTXVTWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.