Anthony Carpenito
Anthony Carpenito is a registered investment advisor at J.P. Morgan Securities LLC, based in New York, NY, with 18 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 1,246,646 clients with $430B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.60% |
| $250K+ | 0.50% |
Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.
Fee Estimator
Location
69 Fifth Ave, New York, NY, 10003
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2020Other Business Activities
Anthony is an owner/partner in Mister Director Productions, an entertainment company producing a small-scale horror film. He dedicates minimal time to this activity, and it is unrelated to his role at JPM.
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Barclays Capital INC.
Barclays Capital INC.Broker
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
State Registrations29 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.
Exams
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