Anthony William Peluso

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	03/2015	11/2017
Bank Of America, N.A.	Pennington	NJ	03/2015	11/2017
Newbridge Securities Corporation	Morristown	NJ	06/2019	04/2022
Unemployed	Somerset	NJ	11/2017	06/2019
Fidelity Brokerage Services Llc	Somerset	NJ	04/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

03/2015 → 11/2017

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
03/2015 → 11/2017

Bank Of America, N.A.

Pennington, NJ
06/2019 → 04/2022

Newbridge Securities Corporation

Morristown, NJ
11/2017 → 06/2019

Unemployed

Somerset, NJ
04/2022 → Present

Fidelity Brokerage Services Llc

Somerset, NJ
03/2025 → Present

Fidelity Investments

Boston, MA

2022-05-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Somerset, NJ
2019-11-13 → 2021-04-14

Nfsg Corporation

Boca Raton, FL

Morristown, NJ
2015-03-23 → 2017-11-18

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
2014-09-09 → 2015-02-18

B. Riley Wealth Advisors, Inc.

Morristown, NE

Memphis, TN
2012-02-15 → 2013-04-09

B. Riley Wealth Management

Morristown, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-02-14