AM
CFP
AM
CFP

Anthony Messina

11 Years of Experience
Red Bank, NJ
Broker

Anthony Messina is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Red Bank, NJ, with 11 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

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.

Loading...

Location

331 Newman Springs Road, Building 1, Red Bank, NJ, 07701

Get directions

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.

Learn about disclosures →
Other Business Activities

Anthony owns Rocket's Horde, selling comics and trading cards, dedicating a few hours per week. He also has ownership stakes in Marinus Financial LLC and Panta Dynato LLC, and serves as trustee for Marinus Financial 401k, dedicating full-time hours to Marinus Financial.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
May 2023 - Present · 3 yrs 4 mos
Wells Fargo Advisors
May 2023 - Present · 3 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2014 - May 2023 · 8 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
June 2014 - May 2023 · 8 yrs 11 mos
State Registrations37 states
AKALAZCACOCTDEFLGAIDILINKYMAMDMEMIMNMOMTNCNENHNJNVNYOHORPARISCTNTXUTVAVTWA
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 Messina - Financial Advisor | TrueAdvisor