TrueAdvisor
TrueAdvisor
AR
CFP
AR
CFP

Anthony John Rocchio

Brighton Jones LLC
13 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Brighton Jones LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
140 advisors
Number of Clients
3,317 clients
Average Client Portfolio
$4.5M average
Assets Under Management
$15.0B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$10,000

Location

2030 1st Avenue, 3rd Floor, Seattle, WA, 98121

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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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Employment History
Current Registrations
Brighton Jones LLC
April 2025 - Present · 10 mos
Previous Registrations
Ameriprise Financial Services, LLC
July 2019 - March 2025 · 5 yrs 8 mos
Ameriprise Financial Services, LLCBroker
July 2019 - March 2025 · 5 yrs 8 mos
Advice and Planning Services
March 2016 - June 2019 · 3 yrs 3 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
March 2016 - June 2019 · 3 yrs 3 mos
Amerivest Investment Management, LLC
June 2015 - March 2016 · 9 mos
TD Ameritrade, INC.
June 2015 - March 2016 · 9 mos
TD Ameritrade, INC.Broker
June 2015 - March 2016 · 9 mos
Morgan Stanley
March 2013 - February 2015 · 1 yr 11 mos
Morgan StanleyBroker
January 2013 - February 2015 · 2 yrs 1 mo
AXA Advisors, LLCBroker
January 2012 - January 2013 · 1 yr
State Registrations2 states
NJNY
Advisor
Exams
No exam information available for this advisor.