Anthony J. Macagna
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
RIDGEWOOD, NJ
CRD#: 5740506
Professional summary
Anthony J. Macagna, CFP®, who also goes by Anthony James Macagna, Anthony Macagna, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Ridgewood, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Paramus, New Jersey.
Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Anthony has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Biography
I view our relationship as a partnership. As your advisor, I will continue to provide you with things to consider and as a client, I truly want you to understand the reasons why. Together, we will make informed decisions as we progress towards reaching your goals.
Question & Answer
What are your service offerings?
Insurance Planning
Retirement Income Management
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
Estate Planning
Are you a "fiduciary"?
Yes
Aliases
Anthony James Macagna | Anthony Macagna
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.
OBA-119350|OrgNmn:15 Magee LLC|Org Addr:Ridgewood,New Jersey,US|OBA Nature:Personal Home placed into an L|Invst Rel:Y|Title:President of Single Member LLC|Duties:Personal usage|StrtDt:06-11-25|TotHrs/mon:1|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Anthony J. Macagna'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®
CFP®
Start date: 2015
Education
University of Rhode Island
Bachelor of Economics - Economics
2009
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 396 North Route 17, Paramus, NJ 07652-2907RIA
CRD#: 104555
RIDGEWOOD, NJ
Current
February 25, 2013 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 396 North Route 17, Paramus, NJ 07652BD
CRD#: 7784
PARAMUS, NJ
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PARAMUS, NJ
Past
February 27, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
PARAMUS, NJ
Past
March 7, 2012 - February 5, 2013
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
PARAMUS, NJ
Past
March 29, 2010 - February 5, 2013
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
PARAMUS, NJ
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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(2/13/2024)
RR
Arizona(1/7/2022)
RR
California(1/4/2019)
RR
Colorado(3/1/2024)
RR
Connecticut(1/4/2019)
RR
Delaware(9/8/2022)
RR
District of Columbia(10/8/2021)
RR
Florida(2/25/2013)
RR
Georgia(5/20/2020)
RR
Illinois(9/8/2022)
RR
Maine(3/25/2023)
RR
Maryland(4/23/2020)
RR
Massachusetts(1/6/2017)
RR
New Hampshire(9/8/2022)
RR
New Jersey(2/25/2013)
IAR
New Jersey(3/31/2025)
RR
New Mexico(2/11/2025)
RR
New York(2/25/2013)
RR
North Carolina(1/4/2019)
RR
Ohio(3/8/2022)
RR
Pennsylvania(2/25/2013)
RR
South Carolina(7/8/2022)
RR
Tennessee(7/21/2023)
RR
Texas(1/6/2017)
IAR
Texas(3/31/2025)
RR
Vermont(9/8/2022)
RR
Virginia(5/20/2020)
RR
Washington(4/23/2020)
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
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Ridgewood, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
