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Anthony John Carrino

Roble, Belko And Company, Inc.

Newtown, PA

CRD 41649

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Employer firm

Roble, Belko And Company, Inc. CRD 123286

$1.55B regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Roble, Belko And Company, Inc.

1603 Carmody Court Suite 401, Sewickley, PA 15143 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2005-03-29
  • PA RA
    APPROVED
    Since 2005-03-29

Branch Locations

Newtown, PA • 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
Cpa Investment Solutions, Llc Yardley PA 11/2000 Present
First Institutional Securities Llc West Paterson NJ 03/2002 Present
Emmet & Company Far Hills NJ 02/2003 Present
Roble Asset Management Pittsburgh PA 03/2003 Present
  • 11/2000 → Present
    Cpa Investment Solutions, Llc
    Yardley, PA
  • 03/2002 → Present
    First Institutional Securities Llc
    West Paterson, NJ
  • 02/2003 → Present
    Emmet & Company
    Far Hills, NJ
  • 03/2003 → Present
    Roble Asset Management
    Pittsburgh, PA
Previous Registrations
  • 2001-09-06 → 2003-07-21
    Cpa Investment Solutions, Llc
    Yardley, PA
  • 2003-04-11 → 2003-07-21
    Comprehensive Investment Solutions, Llc
    Yardley, PA
  • 2001-05-31 → 2003-04-03
    Comprehensive Investment Solutions Inc
    Yardley, PA
Other Businesses

SYCAMORE CONSULTING SOLE PROPRIETOR INVESTMENT - 10 HRS PER WK CONSULTING - PHONE FROM HOME ADDRESS NO HOURS DURING TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-12-19
S63 Uniform Securities Agent State Law Examination 1986-04-09
  • S66 Uniform Combined State Law Examination
    2002-12-19
  • S63 Uniform Securities Agent State Law Examination
    1986-04-09
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Anthony John Carrino

View on SEC IAPD

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