AM
Anthony S. Martinelli
JACOBI CAPITAL MANAGEMENT
Pittston, PA 18640
Some features on this profile are disabled
CRD#: 2590758
AM
Professional summary
Anthony Steven Martinelli, CLU® is a registered financial advisor currently at JACOBI CAPITAL MANAGEMENT, LLC located in Pittston, Pennsylvania and LPL FINANCIAL LLC located in Berwyn, Pennsylvania.
Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Anthony has worked at 3 firms and has passed the Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1. 06/13/2014 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - JACOBI WEALTH ADVISORS - BERWYN, PA 2. 06/16/2014 * Jacobi Capital Management, LLC * Registered Investment Advisor * INV REL * AT REPORTED BUSINESS LOCATION(S) * Will provide financial plans and investment advisory services via this RIA. The advisor is participating in LPL's hybrid RIA program * TIME SPENT 60% 3. 06/16/2014 * Jacobi Capital Management, LLC * Registered Investment Advisor DBA * INV REL * AT REPORTED BUSINESS LOCATION(S) * This will be a DBA of a separate branch office for Jacobi Capital Management, LLC, a registered investment advisor. The name Jacobi wealth advisors will be used for the branch we are opening, pending preparation of the office space, in suburban Philadelphia. This will be the DBA for advisory services and also for securities business out of that branch 4. 07/30/2014 - PREMIER BROKERAGE SERVICES INC. - NON-VARIABLE INSURANCE - TIME SPENT 10 HOURS PER MONTH - WILKES BARRE, PA 5. 4/18/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 04/17/2017 - 2 Hours Per Month During Securities Trading - Fixed insurance. 6. 9/19/2017 - Jacobi Holdings LLC - Investment Related - At Reported Business Location(s) - Insurance Agency - Benefits Consultant - Started 08/28/2017 - 15 Hours Per Month/2 Hours During Securities Trading - Solicit group health benefits 7. 08/28/2023 - MMVC Real Estate Holdings LLC - Real Estate Rental - Investment Related - Scranton, PA - Start Date 04/01/2023 - 1 Hour Per Month/ 0 Hours During Trading
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Steven Martinelli'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®
Experience
Current
June 13, 2014 - Present
JACOBI CAPITAL MANAGEMENT, LLC
Office #1: 154 Enterprise Way, Pittston, PA 18640RIA
CRD#: 147663
Pittston, PA
Current
June 13, 2014 - Present
LPL FINANCIAL LLC
Office #1: 1055 Westlakes Dr Ste 135, Berwyn, PA 19312-2424RIA
BD
CRD#: 6413
Berwyn, PA
Past
June 13, 2014 - June 13, 2014
LPL FINANCIAL LLC
RIA
CRD#: 6413
WILKES BARRE, PA
Past
June 21, 2002 - July 2, 2014
NEW ENGLAND SECURITIES
RIA
CRD#: 615
NEWTOWN SQUARE, PA
Past
February 22, 1995 - July 2, 2014
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEWTOWN SQUARE, PA
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".
JC
JACOBI CAPITAL MANAGEMENT, LLC
JACOBI CAPITAL MANAGEMENT, LLC | JACOBI WEALTH ADVISORS
CRD#: 147663 / SEC#: 801-69398
RIA
Registered Investment Advisory firm - (8/7/2008 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Delaware(6/13/2014)
RR
Florida(6/13/2014)
RR
Illinois(6/13/2014)
RR
Maine(4/30/2025)
RR
Maryland(6/13/2014)
RR
Massachusetts(6/13/2014)
RR
Mississippi(1/22/2015)
RR
New Jersey(6/13/2014)
RR
New York(12/3/2014)
RR
North Carolina(7/28/2017)
RR
Pennsylvania(6/13/2014)
IAR
Pennsylvania(6/13/2014)
RR
South Carolina(1/17/2024)
RR
Virginia(6/13/2014)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/25/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
JC
JACOBI CAPITAL MANAGEMENT, LLC
JACOBI CAPITAL MANAGEMENT, LLC | JACOBI WEALTH ADVISORS
CRD#: 147663 / SEC#: 801-69398
RIA
Registered Investment Advisory firm - (8/7/2008 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
154 Enterprise Way, Pittston, PA 18640
Mailing Address
Phone number
(570) 826-1801
Established
Firm type
Fiscal year end
# of Employees
28
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,314 |
| AUM (Assets Under Management) | $ 2,190,387,155 |
Red Flags
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