Anthony Marlette Jr.
Professional Summary
Anthony Marlette Jr., who also goes by Anthony Louis Marlette Jr, Anthony Louis Marlette Jr., Anthony Louis Marlette, Anthony Marlette Jr, Anthony Marlette Jr., Anthony Marlette, is a registered financial advisor currently at BROOKSIDE FINANCIAL ADVISORS, LLC located in Parma, Ohio. Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Anthony has worked at 6 firms and has passed the Series 66, Series 7TO, Series 6TO, SIE,...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Anthony Louis Marlette Jr, Anthony Louis Marlette Jr., Anthony Louis Marlette, Anthony Marlette Jr, Anthony Marlette Jr., Anthony Marlette
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
20 years in the financial services industry
Current & Past Employments
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Current Firm
BROOKSIDE FINANCIAL ADVISORS, LLC
Contact Information
Main Address
10150 W. Sprague Road, Parma, OH 44130Phone Number
(440) 886-3550# of Employees
2Documents
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(6/17/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 2024About the Series 6TO examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 2006About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Anthony Marlette Jr.'s CRS (Customer Relationship Summary).
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