AF
AF

Anthony J Fratello

6 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
152 advisors
Number of Clients
8,463 clients
Average Client Portfolio
$798K average
Assets Under Management
$6.8B

Fee Structure

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Location

1419 Highland Ave., Manhattan Beach, CA, 90266

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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 ActivitiesSells Insurance

Anthony is an associate at CA Tax Planners, focusing on taxes and estate planning, dedicating minimal time. He also works full-time as a Client Relations Manager at California Retirement Advisors and spends minimal time as an independent insurance agent selling life and long-term care insurance.

Employment History
Current Registrations
Mutual Advisors, LLC
March 2020 - Present · 5 yrs 11 mos
Mutual Securities, INC.Broker
May 2019 - Present · 6 yrs 9 mos
Mutual Securities, INC.
May 2019 - Present · 6 yrs 9 mos
Previous Registrations
First Allied Securities, INC.Broker
January 2019 - May 2019 · 4 mos
State Registrations3 states
CAHIMA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.