Best Investors Account Sign in
Inactive

Anthony Marlette Jr.

Brookside Financial Advisors, LLC

Parma, OH

CRD 5026008

Claim This Profile
Employer firm

Brookside Financial Advisors, LLC CRD 157304

468 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers
  • ASSETS UNDER ADVISEMENT AND FINANCIAL CONSULTING

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

Current Employers
Brookside Financial Advisors, Llc

10150 W. Sprague Road, Parma, OH 44130 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-06-17
  • OH RA
    APPROVED
    Since 2021-06-17

Branch Locations

10150 W. Sprague Road, Parma, OH 44130 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pnc Investments Cleveland OH 10/2014 11/2018
The Huntington Investment Company Bay Village OH 12/2018 06/2021
Huntington Financial Advisors Bay Village OH 12/2018 06/2021
Brookside Financial Advisors, Llc Parma OH 06/2021 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-04-27
  • S66 Uniform Combined State Law Examination
    2011-04-27
Other Names
  • Anthony Marlette
  • Anthony Louis Marlette
  • Anthony Louis Marlette
  • Anthony Louis Marlette
  • Anthony Marlette
  • Anthony Marlette

View on SEC IAPD

Nearby Firms

INDEPENDENCE CAPITAL CO., INC.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.

Nearby Investors

DAVID ANDREW CASSESE
DAVID CARL SABO
JAMES LANG THOMAS

Nearby Offices

INDEPENDENCE CAPITAL CO., INC. · PARMA, OH
LPL FINANCIAL LLC · PARMA, OH
OSAIC WEALTH, INC. · PARMA, OH

More in Parma, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor