Anthony Trimboli
Anthony Trimboli is a registered investment advisor at Park Avenue Securities LLC, based in Darien, CT, 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, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.
Location
320 Post Road, Suite 180, Darien, CT, 06820
Get directionsHistory
Regulatory History (8)
Regulatory
October 2016Regulatory
December 2015Regulatory
February 2015Regulatory
June 2014Regulatory
February 2012Regulatory
December 2008Regulatory
February 2008Employment Separation After Allegations
September 2007Other Business ActivitiesSells Insurance
Anthony sells life and disability insurance, dedicating a few hours per week to each. He also runs Trimboli Basketball LLC, which provides basketball training and development, taking about 10-20% of his time.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
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.