AP
AP

Anthony Pranzo

17 Years of Experience
New York City, NY
Sells Insurance

Anthony Pranzo is a registered investment advisor at New York Financial Avp, LLC, based in New York City, NY, with 17 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 1 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$1.2M

Fee Structure

Hourly Rate:Up to $2,135/hr
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Location

40 Wall Street, 28th Floor, Suite 2759, New York City, NY, 10005-1304

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Anthony is a licensed insurance agent in New York State for life, accident, and health insurance.

Employment History
Current Registrations
New York Financial Avp, LLC
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
New York Financial Avp, LLC
August 2015 - January 2022 · 6 yrs 5 mos
Investacorp Advisory Services INC
March 2013 - December 2013 · 9 mos
Investacorp Advisory Services INC
November 2006 - December 2011 · 5 yrs 1 mo
Ladenburg Thalmann Asset Management INC
March 2004 - December 2004 · 9 mos
State Registrations1 state
NY
Advisor

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.