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AP

Anthony J. Pascazio

REEDMARK ADVISORS
SOMERVILLE, NJ 08876
Some features on this profile are disabled
CRD#: 1039014
AP

Professional summary


Anthony Joseph Pascazio, AIF®, who also goes by Tony Pascazio, is a registered financial advisor currently at REEDMARK ADVISORS, LLC located in Somerville, New Jersey.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Anthony has worked at 9 firms and has passed the Series 66, Series 7, Series 22, Series 6 and Series 12 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Tony Pascazio

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
ANTHONY JOSEPH PASCAZIO IS A LICENSED INSURANCE AGENT. FROM TIME TO TIME, HE WILL OFFER CLIENTS ADVICE OR PRODUCTS FROM THIS ACTIVITY. CLIENTS SHOULD BE AWARE THAT THESE SERVICES PAY A COMMISSION AND INVOLVE A POSSIBLE CONFLICT OF INTEREST, AS COMMISSIONABLE PRODUCTS CAN CONFLICT WITH THE FIDUCIARY DUTIES OF A REGISTERED INVESTMENT ADVISER. REEDMARK ADVISORS, LLC ALWAYS ACTS IN THE BEST INTEREST OF THE CLIENT; INCLUDING IN THE SALE OF COMMISSIONABLE PRODUCTS TO ADVISORY CLIENTS. CLIENTS ARE IN NO WAY REQUIRED TO IMPLEMENT THE PLAN THROUGH ANY REPRESENTATIVE OF REEDMARK ADVISORS, LLC IN THEIR CAPACITY AS A LICENSED INSURANCE AGENT. ANTHONY JOSEPH PASCAZIO SPENDS 10 HOURS PER WEEK OF HIS TIME ON THOSE ACTIVITIES.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Anthony Joseph Pascazio's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Experience


Current

January 16, 2015 - Present

REEDMARK ADVISORS, LLC

Office #1: 92 East Main Street Suite 203, Somerville, NJ 08876
RIA
CRD#: 173760
SOMERVILLE, NJ
Past

November 20, 2012 - December 31, 2015

SF ADVISORS

RIA
CRD#: 164838
BASKING RIDGE, NJ
Past

January 3, 2007 - January 3, 2013

NEWEDGE SECURITIES, LLC

BD
CRD#: 10674
BASKING RIDGE, NJ
Past

August 29, 2006 - June 26, 2013

SOLENTURE ADVISORS LLC

RIA
CRD#: 131186
BASKING RIDGE, NJ
Past

April 27, 2005 - February 2, 2007

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
SOUTH PLAINFIELD, NJ
Past

July 16, 2003 - March 5, 2007

INTERNATIONAL PLANNING ALLIANCE, LLC

RIA
CRD#: 120701
SOUTH PLAINFIELD, NJ
Past

May 3, 1999 - February 2, 2007

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
SOUTH PLAINFIELD, NJ
Past

October 5, 1994 - May 3, 1999

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
NEW YORK, NY
Past

May 7, 1987 - October 10, 1994

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

October 13, 1983 - October 10, 1994

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RA
REEDMARK ADVISORS, LLC
PASCAZIO, ANTHONY J | REEDMARK ADVISORS, LLC

CRD#: 173760 / SEC#: 801-80791

RIA
Registered Investment Advisory firm - (1/9/2015 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New Jersey
(1/16/2015)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/8/2002
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 12
Date: 10/25/1993
NYSE Branch Manager Examination

Current Firm


RA
REEDMARK ADVISORS, LLC
PASCAZIO, ANTHONY J | REEDMARK ADVISORS, LLC

CRD#: 173760 / SEC#: 801-80791

RIA
Registered Investment Advisory firm - (1/9/2015 Approved)
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Contact information


Main Address
92 East Main Street Suite 203, Somerville, NJ 08876
Mailing Address
Phone number
(908) 300-5292
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (3 States and Territories)


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Documents


Latest Form ADV

Part 2 Brochures

REEDMARK PENSION CONSULTING AND ADVISORY BROCHURE (3/26/2025)

Regulatory assets under management


Total Number of Accounts29
AUM (Assets Under Management)$ 396,850,583

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


REEDMARK ADVISORS, LLC

CRD#: 173760Somerville, NJ 08876

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