AB
CFP
AB
CFP

Anthony Burgio

21 Years of Experience
Princeton, NJ
Broker

Anthony Burgio is a CFP-designated registered investment advisor at Blackrock Investment Management, LLC, based in Princeton, NJ, with 21 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,238 clients with $510B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
677 advisors
IM Fee
Planning only
Assets Under Management
$508.2B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1 University Square Drive, 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 multiple residential/commercial rental properties and farmland/timberland, dedicating minimal time to these activities. He also serves on the boards of Catholic Health - Buffalo and Eden Community Foundation, spending minimal time on each.

Employment History
Current Registrations
Blackrock Investment Management, LLC
October 2012 - Present · 13 yrs 7 mos
Blackrock Investments, LLC
September 2012 - Present · 13 yrs 8 mos
Blackrock Investments, LLCBroker
September 2012 - Present · 13 yrs 8 mos
Previous Registrations
Asset & Financial Planning, LTD
November 2008 - September 2012 · 3 yrs 10 mos
Prime Capital Services, INC.Broker
September 2005 - September 2012 · 7 yrs
Metlife Securities INC.Broker
September 2004 - June 2005 · 9 mos
Metropolitan Life Insurance CompanyBroker
September 2004 - June 2005 · 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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.
Anthony Burgio - Financial Advisor | TrueAdvisor