Anthony
Trimarchi

American Portfolios Advisors, Inc

CRD#4190553
Investment Advisor
in Holbrook, NY

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About this Advisor

Anthony Trimarchi is a certified financial planner who works out of Holbrook, New York with 18 years of industry experience. Trimarchi is an advisor for American Portfolios Advisors, Inc. Throughout their career, they have worked at Cfo Wealth Consultant, St. John'S University and American Portfolios Financial Services, Inc. Trimarchi has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to serve investors in Alaska, California, Connecticut, Georgia, New York, North Carolina, Oregon, Pennsylvania, Virginia and West Virginia. American Portfolios Advisors, Inc is a registered investment business that has its headquarters in Holbrook, NY. The firm has offices in 312 locations and a total of 610 financial advisors. It controls $8 billion in assets among its 38,533 customer accounts, placing it among the largest firms in the country by assets under management. The firm advises 82 charitable organizations. Of its 38,533 customer accounts, just 3% are held by high-net-worth individuals who have more than $1 million in investable assets. The company has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees depend on which services are offered. However, fee types billed by American Portfolios Advisors, Inc most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4250 Veterans Memorial Hwy 4Th Floor
Holbrook, NY 11741

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American Portfolios Advisors, Inc Brokerage Details

Total Assets Under Management

$8,397,016,000

NY Average: $7,464,549,021
Total Number of Employees

610

NY Average: 88
Total Number of Accounts

38,533

NY Average: 3,892
Average Account Size

$217,918

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Anthony Trimarchi Work History

Anthony has been registered as a financial advisor for 18 years.*

2005 - Present (19 years)

American Portfolios Financial Services, Inc

1998 - Present (26 years)

Cfo Wealth Consultant

1998 - Present (26 years)

St. John'S University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Anthony Trimarchi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at American Portfolios Advisors, Inc

Nicholas Klopsis
Holbrook, NY
Christopher Levi
Holbrook, NY
Erica Keane
Holbrook, NY
Kevin Saia
Holbrook, NY
Michael Sleasman
Holbrook, NY
Whitney Merrill
Holbrook, NY
Stacy Pfizenmayer
Holbrook, NY
Michael Sackstein
Holbrook, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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