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Anthony Corio

17 Years of Experience
King of Prussia, PA
BrokerSells Insurance

Anthony Corio is a registered investment advisor at Park Avenue Securities LLC, based in King of Prussia, PA, 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1877 advisors
Number of Clients
71,074 clients
Average Client Portfolio
$211K average
Assets Under Management
$15.0B

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.

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Location

150 S Warner Rd, Suite 122, King of Prussia, PA, 19406

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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 sells life and disability insurance contracts outside of Guardian, dedicating minimal time. He also provides debt counseling and personal/life coaching services, and is an executive board member for Coaches vs. Cancer's Basketball Gala.

Employment History
Current Registrations
Park Avenue Securities LLC
March 2013 - Present · 13 yrs 4 mos
Park Avenue Securities LLCBroker
March 2011 - Present · 15 yrs 4 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
April 2009 - February 2011 · 1 yr 10 mos
Northwestern Mutual Investment Services, LLCBroker
July 2008 - March 2009 · 8 mos
State Registrations27 states
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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.