Anthony Corsino
ZEN FINANCIAL PLANNING | Financial Advisor
Andover, MA 01810
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CRD#: 7076257
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
What are your service offerings?
Budgeting
Inheritance
Insurance Planning
Comprehensive Financial Planni...
Small Business Planning
Retirement Income Management
Estate Planning
Investment Planning
Education Planning
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Anthony Corsino | Tony Corsino Jr
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)Independent insurance agent since 03/2023; Investment related; Andover, MA; selling insurance products; 2 hrs/mo. (2)Regis College; Weston, MA; not inv rel; adjunct lecturer;instructor for the college's online Financial Planning Program, hold weekly office hours, review and grade assignments; approx 10% of time; approx 20hrs /mo; start 08/2023Boston University; Boston, MA; not inv rel; academic professional-Financial Planning Program; serve as a subject matter expert for the college's Financial Planning Program; update course material, exams, and quizzes; start 09/2023. (3) Greene Consulting Associates, LLC; No; Atlanta, GA; Higher Education; Adjunct Lecturer; 07/2024; 5/ HR SMO; 5/ HRS MO
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Corsino Jr'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: 2022
Experience
Current
March 20, 2023 - Present
ZEN FINANCIAL PLANNING, LLC
Office #1: 300 Brickstone Square, Suite 201, Andover, MA 01810RIA
CRD#: 323165
Andover, MA
Past
June 13, 2019 - March 6, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
ANDOVER, MA
Past
May 2, 2019 - March 6, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
ANDOVER, MA
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.Highlighted states indicate IAR registrations
IAR
Maine(9/1/2023)
IAR
Massachusetts(3/20/2023)
IAR
New Hampshire(2/24/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/2/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
ZF
ZEN FINANCIAL PLANNING, LLC
CORSINO, ANTHONY | ZEN FINANCIAL PLANNING, LLC | ZEN FINANCIAL PLANNING
CRD#: 323165 / SEC#:
Maine
Registered Investment Advisory firm - (9/1/2023 Approved)Massachusetts
Registered Investment Advisory firm - (3/20/2023 Approved)New Hampshire
Registered Investment Advisory firm - (2/24/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
300 Brickstone Square, Suite 201, Andover, MA 01810
Mailing Address
Phone number
(978) 216-9941
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 30 |
| AUM (Assets Under Management) | $ 6,938,783 |
Red Flags
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Company Information
ZEN FINANCIAL PLANNING, LLC
Financial AdvisorCRD#: 323165Andover, MA 01810TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
