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Anthony Joseph Marchetti

Acorns

Lincoln, RI

Irvine, CA

CRD 7587995

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Employer firm

Acorns CRD 165926

$13.4B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Acorns

5300 California Avenue, Irvine, CA 92617 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-12-04
  • RI RA
    APPROVED
    Since 2025-12-04

Branch Locations

Lincoln, RI • United States

5300 California Avenue, Irvine, CA 92617 • 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
Fidelity Investments Smithfield RI 06/2022 07/2023
J.H. Lynch & Sons, Co. Cumberland RI 05/2020 04/2022
Cw Lanes And Games Lincoln RI 06/2018 08/2018
Providence College Providence RI 08/2018 05/2022
Lincoln High School Lincoln RI 09/2014 06/2018
Ajm Media, Llc Lincoln RI 08/2020 Present
Fidelity Investments Smithfield RI 05/2024 05/2025
Fidelity Investments Boston MA 03/2025 05/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 06/2025 11/2025
Gap Of Employment Lincoln RI 07/2023 05/2024
Bank Of America, N.A. Lincoln RI 08/2025 11/2025
Acorns Irvine CA 11/2025 Present
  • 06/2022 → 07/2023
    Fidelity Investments
    Smithfield, RI
  • 05/2020 → 04/2022
    J.H. Lynch & Sons, Co.
    Cumberland, RI
  • 06/2018 → 08/2018
    Cw Lanes And Games
    Lincoln, RI
  • 08/2018 → 05/2022
    Providence College
    Providence, RI
  • 09/2014 → 06/2018
    Lincoln High School
    Lincoln, RI
  • 08/2020 → Present
    Ajm Media, Llc
    Lincoln, RI
  • 05/2024 → 05/2025
    Fidelity Investments
    Smithfield, RI
  • 03/2025 → 05/2025
    Fidelity Investments
    Boston, MA
  • 06/2025 → 11/2025
    Lincoln, RI
  • 07/2023 → 05/2024
    Gap Of Employment
    Lincoln, RI
  • 08/2025 → 11/2025
    Bank Of America, N.A.
    Lincoln, RI
  • 11/2025 → Present
    Irvine, CA
Previous Registrations
Other Businesses

Name of OBA: AJM Media, LLC Address: 196 Old River Road, Apt 304, Lincoln, Rhode Island 02865 Investment Related: No Nature: Social Media Marketing Position, Title, Association: Employee, Owner Employee Start Date: 08/18/2020 No Hours: 15 weekly No Hours during trading: 0 weekly Duties: Video editing, media posting, graphic design for clients, content creation and social media management for other people

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-01
S63 Uniform Securities Agent State Law Examination 2022-10-03
  • S66 Uniform Combined State Law Examination
    2024-11-01
  • S63 Uniform Securities Agent State Law Examination
    2022-10-03
Other Names
  • Anthony Joseph Marchetti
  • Aj Marchetti
  • Anthony Marchetti
  • Anthony J Marchetti

View on SEC IAPD

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