Anthony Corsino
Professional summary
Anthony Corsino Jr, CFP®, who also goes by Anthony Corsino, Tony Corsino Jr, is a registered financial advisor currently at ZEN FINANCIAL PLANNING, LLC located in Andover, Massachusetts.
Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Anthony has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Corsino Jr's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2022
Experience
March 20, 2023 - Present
ZEN FINANCIAL PLANNING, LLC
Office #1: 300 Brickstone Square, Suite 201, Andover, MA 01810Office #2: 1000 Us Rt 1 Unit 204, Office 1, York, ME 03909June 13, 2019 - March 6, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 2, 2019 - March 6, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/1/2023)
(3/20/2023)
(2/24/2025)
Exams
Series 7TO
Date: 5/2/2019
General Securities Representative ExaminationCurrent Firm
ZEN FINANCIAL PLANNING, LLC
CRD#: 323165 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 47 |
| AUM (Assets Under Management) | $ 13,007,940 |
Red Flags
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Company Information
ZEN FINANCIAL PLANNING, LLC
Financial AdvisorCRD#: 323165Andover, MA 01810TRUST BUT VERIFY
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