AB
Anthony J. Burgio
BLACKROCK INVESTMENT MANAGEMENT
Princeton, NJ 08540
Some features on this profile are disabled
CRD#: 4842987
AB
Professional summary
Anthony John Burgio, CFP®, CIMA®, who also goes by Anthony Burgio, is a registered financial advisor currently at BLACKROCK INVESTMENT MANAGEMENT, LLC located in Princeton, New Jersey and BLACKROCK INVESTMENTS, LLC located in Princeton, New Jersey.
Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Anthony has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Anthony Burgio
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) OWNER/LANDLORD OF FOUR RESIDENTIAL/COMMERCIAL RENTAL REAL ESTATE PROPERTIES. BUSINESS ADDRESS IS 2545 N 97TH , WAUWATOSA,WI 53226. APPROXIMATELY 2-3 HOURS PER MONTH ARE SPENT ON ACTIVITIES RELATING TO THESE PROPERTIES. THESE ACTIVITIES DO NOT NORMALLY TAKE PLACE DURING BUSINESS HOURS (2) Farm Land/Timber- Land Owner of farm/timber land ( Business Address is 8931 Versailles Road Angola, NY 14006) Potential income generated from rental of farm land and timber management activities. 2-3 hours/month devoted to entity. (3) 1460 Independence Drive, LLC (Angola, NY) LLC owns 1 residential and/or commercial rental piece of property as its sole function. (4) 234 Buffalo Street, LLC (Angola, NY. - LLC owns 1 residential and/or commercial rental piece of property as its sole function. (5) Catholic Health - Buffalo NY; Local hospital system in Buffalo NY; Health Ministry Services Board; Not-for-profit board position helping to provide guidance to hospital leadership team/CEO on matters relating to providing healthcare services and on overall operations. While finances of the healthcare system operation will be discussed I will not be involved in any portfolio management or oversight services of any kind as it relates to hospital investment portfolios or retirement plans etc...; 1 hour per month; 06-01-2023 (6) Eden Community Foundation; Non-profit in Town of Eden NY aimed at providing charitable support for community causes and institutions; Board of Directors member; Representing organization at community events fundraising and evaluating grant requests; 1-2 hours/month hrs/month; Start Date:07-01-2024 (7) 224 Buffalo Street, LLC; My wife and I are purchasing a rental property and forming an LLC strictly for the purpose of owning the property for liability protection: The LLC will be named 224 Buffalo Street, LLC and will own 1 rental residential property; Expected time commitment is about 1 hour per month and nothing expected during normal course of business hours.; Property manager / Owner ; 1 hrs/month; Start Date: 01-15-2025 (8) 230 Buffalo Street, LLC; My wife and I are purchasing a rental property and forming an LLC strictly for the purpose of owning the property for liability protection: The LLC will be named 230 Buffalo Street, LLC and will own 1 rental commercial property; Expected time commitment is about 1 hour per month and nothing expected during normal course of business hours; Property manager / Owner; 1 hrs/month; Start Date:01-15-2025
CRS (Client Relationship Summary) - RIA
Click below to view Anthony John Burgio'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
October 1, 2012 - Present
BLACKROCK INVESTMENT MANAGEMENT, LLC
Office #1: 1 University Square Drive, Princeton, NJ 08540RIA
CRD#: 108928
Princeton, NJ
Current
September 28, 2012 - Present
BLACKROCK INVESTMENTS, LLC
Office #1: 1 University Square Dr, Princeton, NJ 08540BD
CRD#: 38642
Princeton, NJ
Past
November 17, 2008 - September 26, 2012
ASSET & FINANCIAL PLANNING, LTD
RIA
CRD#: 110709
BOCA RATON, FL
Past
September 27, 2005 - September 26, 2012
PRIME CAPITAL SERVICES, INC.
BD
CRD#: 18334
BOCA RATON, FL
Past
September 24, 2004 - June 1, 2005
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
September 24, 2004 - June 1, 2005
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
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".
BI
BLACKROCK INVESTMENT MANAGEMENT, LLC
BLACKROCK INVESTMENT MANAGEMENT LLC | QA ADVISERS LLC | MERRILL LYNCH QUANTITATIVE ADVISERS | MERRILL LYNCH INVESTMENT MANAGERS-QUANTITATIVE ADVISERS | MERRILL LYNCH INVESTMENT MANAGERS-ALTERNATIVE STRATEGIES | MERRILL LYNCH INVESTMENT MANAGERS, LLC | MERRILL LYNCH INVESTMENT MANAGERS - FIXED INCOME | MERRILL LYNCH GLOBAL SECURITIES FINANCING | BLACKROCK INVESTMENT MANAGEMENT, LLC
CRD#: 108928 / SEC#: 801-56972
RIA
Registered Investment Advisory firm - (11/9/1999 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
Alabama(7/1/2021)
RR
Alaska(7/1/2021)
RR
Arizona(7/1/2021)
RR
Arkansas(7/1/2021)
RR
California(7/1/2021)
RR
Colorado(7/1/2021)
RR
Connecticut(7/1/2021)
RR
Delaware(7/1/2021)
RR
District of Columbia(7/1/2021)
RR
Florida(7/1/2021)
RR
Georgia(7/1/2021)
RR
Hawaii(7/1/2021)
RR
Idaho(7/1/2021)
RR
Illinois(5/1/2015)
RR
Indiana(1/24/2020)
RR
Iowa(7/1/2021)
RR
Kansas(7/1/2021)
RR
Kentucky(7/1/2021)
RR
Louisiana(7/1/2021)
RR
Maine(7/1/2021)
RR
Maryland(7/1/2021)
RR
Massachusetts(7/1/2021)
RR
Michigan(5/1/2015)
RR
Minnesota(7/1/2021)
RR
Mississippi(7/1/2021)
RR
Missouri(7/1/2021)
RR
Montana(7/1/2021)
RR
Nebraska(7/1/2021)
RR
Nevada(7/1/2021)
RR
New Hampshire(7/1/2021)
RR
New Jersey(9/28/2012)
IAR
New Jersey(10/1/2012)
RR
New Mexico(7/1/2021)
RR
New York(9/28/2012)
IAR
New York(8/6/2021)
RR
North Carolina(7/1/2021)
RR
North Dakota(7/1/2021)
RR
Ohio(7/1/2021)
RR
Oklahoma(7/1/2021)
RR
Oregon(7/1/2021)
RR
Pennsylvania(7/28/2017)
RR
Rhode Island(7/1/2021)
RR
South Carolina(7/1/2021)
RR
South Dakota(7/1/2021)
RR
Tennessee(2/27/2023)
RR
Texas(7/1/2021)
RR
Utah(7/1/2021)
RR
Vermont(7/1/2021)
RR
Virginia(7/1/2021)
RR
Washington(7/1/2021)
RR
West Virginia(7/1/2021)
RR
Wisconsin(7/1/2021)
RR
Wyoming(7/1/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BI
BLACKROCK INVESTMENT MANAGEMENT, LLC
BLACKROCK INVESTMENT MANAGEMENT LLC | QA ADVISERS LLC | MERRILL LYNCH QUANTITATIVE ADVISERS | MERRILL LYNCH INVESTMENT MANAGERS-QUANTITATIVE ADVISERS | MERRILL LYNCH INVESTMENT MANAGERS-ALTERNATIVE STRATEGIES | MERRILL LYNCH INVESTMENT MANAGERS, LLC | MERRILL LYNCH INVESTMENT MANAGERS - FIXED INCOME | MERRILL LYNCH GLOBAL SECURITIES FINANCING | BLACKROCK INVESTMENT MANAGEMENT, LLC
CRD#: 108928 / SEC#: 801-56972
RIA
Registered Investment Advisory firm - (11/9/1999 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1 University Square Drive, Princeton, NJ 08540
Mailing Address
Phone number
(609) 282-2000
Established
Firm type
Fiscal year end
# of Employees
1,457
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 48,659 |
| AUM (Assets Under Management) | $ 508,159,772,327 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 10/24/2024 | ||
| 01/26/2024 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BLACKROCK INVESTMENT MANAGEMENT, LLC
CRD#: 108928Princeton, NJ 08540TRUST BUT VERIFY
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