AU
AU

Anthony Salvatore Urso

1 Year of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningInvestment Management
Compensation
Commission-BasedFixed/Hourly
Firm Size
142 advisors
Number of Clients
8,394 clients
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only
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Location

9171 Towne Centre Drive, Suite 100, San Diego, CA, 92122

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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 employee of Marsh & McLennan Agency LLC (MMA) and supports its insurance services. These activities are not investment-related.

Employment History
Current Registrations
Mma Securities LLC
November 2024 - Present · 1 yr 3 mos
Mma Securities LLCBroker
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Equitable Advisors, LLC
May 2024 - November 2024 · 6 mos
Equitable Advisors, LLCBroker
April 2024 - November 2024 · 7 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.