Anthony Joseph Marchetti
Investment adviser representative at Acorns
11 yearsExperience
1 stateRegistered in
$13.4BFirm assets
13 yearsFirm in business
Are you Anthony Joseph Marchetti? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- AcornsNov 2025 to now
- Ajm Media, LLCAug 2020 to now
- Bank of America, N.A.Aug 2025 to Nov 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2025 to Nov 2025
- Fidelity InvestmentsMay 2024 to May 2025
- Gap of EmploymentJul 2023 to May 2024
- Fidelity InvestmentsJun 2022 to Jul 2023
- J.H. Lynch & Sons, Co.May 2020 to Apr 2022
- Providence CollegeAug 2018 to May 2022
- Cw Lanes and GamesJun 2018 to Aug 2018
- Lincoln High SchoolSep 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (RI).
Acorns
Legal name: Acorns Advisers, LLC
$13.4BAssets managed
8,158,329Clients
14Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7587995
- Firm CRD
- 165926