Anthony John Burgio

Current Employers

Employment History

• 09/2012 → Present
  Blackrock Investments, Llc
  Princeton, NJ

Previous Registrations

• 2008-11-17 → 2012-09-26
  Asset & Financial Planning, Ltd
  Boca Raton, FL
  Williamsville, NY
  Fort Lauderdale, FL

Other Businesses

(1) OWNER/LANDLORD OF FOUR RESIDENTIAL/COMMERCIAL RENTAL REAL ESTATE PROPERTIES. BUSINESS ADDRESS IS 2545 N 97TH , WAUWATOSA,WI 53226. APPROXIMATELY 2-3 HOURS PER MONTH ARE SPENT ON ACTIVITIES RELATING TO THESE PROPERTIES. THESE ACTIVITIES DO NOT NORMALLY TAKE PLACE DURING BUSINESS HOURS (2) Farm Land/Timber- Land Owner of farm/timber land ( Business Address is 8931 Versailles Road Angola, NY 14006) Potential income generated from rental of farm land and timber management activities. 2-3 hours/month devoted to entity. (3) 1460 Independence Drive, LLC (Angola, NY) LLC owns 1 residential and/or commercial rental piece of property as its sole function. (4) 234 Buffalo Street, LLC (Angola, NY. - LLC owns 1 residential and/or commercial rental piece of property as its sole function. (5) Catholic Health - Buffalo NY; Local hospital system in Buffalo NY; Health Ministry Services Board; Not-for-profit board position helping to provide guidance to hospital leadership team/CEO on matters relating to providing healthcare services and on overall operations. While finances of the healthcare system operation will be discussed I will not be involved in any portfolio management or oversight services of any kind as it relates to hospital investment portfolios or retirement plans etc...; 1 hour per month; 06-01-2023 (6) Eden Community Foundation; Non-profit in Town of Eden NY aimed at providing charitable support for community causes and institutions; Board of Directors member; Representing organization at community events fundraising and evaluating grant requests; 1-2 hours/month hrs/month; Start Date:07-01-2024 (7) 224 Buffalo Street, LLC; My wife and I are purchasing a rental property and forming an LLC strictly for the purpose of owning the property for liability protection: The LLC will be named 224 Buffalo Street, LLC and will own 1 rental residential property; Expected time commitment is about 1 hour per month and nothing expected during normal course of business hours.; Property manager / Owner ; 1 hrs/month; Start Date: 01-15-2025 (8) 230 Buffalo Street, LLC; My wife and I are purchasing a rental property and forming an LLC strictly for the purpose of owning the property for liability protection: The LLC will be named 230 Buffalo Street, LLC and will own 1 rental commercial property; Expected time commitment is about 1 hour per month and nothing expected during normal course of business hours; Property manager / Owner; 1 hrs/month; Start Date:01-15-2025

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-10-17
• S63 Uniform Securities Agent State Law Examination
  2004-10-14

Designations

Other Names

• Anthony Burgio