Anthony Joseph Marchetti
Investment Adviser Representative at Acorns
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Anthony Joseph Marchetti is an investment adviser representative with Acorns in Irvine, CA, where they have been registered since 2025. They have worked in the securities industry since 2023 and have been registered with 4 firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Strategic Advisers LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Rhode Island.
Registrations & licenses
- Investment adviser:
- Rhode Island
- Broker:
53 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Fidelity InvestmentsJun 2022 – Jul 2023Smithfield, RI
- J.H. Lynch & Sons, Co.May 2020 – Apr 2022Cumberland, RI
- CW Lanes and GamesJun 2018 – Aug 2018Lincoln, RI
- Providence CollegeAug 2018 – May 2022Providence, RI
- Lincoln High SchoolSep 2014 – Jun 2018Lincoln, RI
- AJM Media, LLCAug 2020 – no end date reportedLincoln, RI
- Fidelity InvestmentsMay 2024 – May 2025Smithfield, RI
- Fidelity InvestmentsMar 2025 – May 2025Boston, MA
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2025 – Nov 2025Lincoln, RI
- Gap of EmploymentJul 2023 – May 2024Lincoln, RI
- Bank of America, N.A.Aug 2025 – Nov 2025Lincoln, RI
- AcornsNov 2025 – no end date reportedIrvine, CA
Official records & sources
Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Acorns
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 14
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Irvine, CA
- SEC file number:
- 801-78602
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 3, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Anthony Joseph Marchetti has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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