Advisor at BlackRock Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Angola, NY
Credentials
CFP®, Series 63, Series 65
Industry experience
21 years
Anthony Burgio is a CFP® with 21 years of industry experience, currently serving at BlackRock Investment Management, LLC since 2012. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Burgio serves on the Health Ministry Services Board for Catholic Health in Buffalo, NY, and is a board member of the Eden Community Foundation, a local nonprofit supporting community causes. BlackRock Investment Management, LLC provides investment management services to a diverse range of clients, including institutional accounts, pension plans, corporations, and individual investors. The firm offers a variety of strategies across equity, fixed income, and private markets, utilizing both active and index approaches along with advanced portfolio technology and AI-powered tools.
Based on BlackRock Investment Management, LLC
Based on BlackRock Investment Management, LLC
$0 - $1,000,000: 0.35% $1,000,000 - $3,000,000: 0.30% $3,000,000 - $5,000,000: 0.25% $5,000,000 - $10,000,000: 0.22% $10,000,000 - $20,000,000: 0.20% $20,000,000+: 0.15%
Certain BlackRock Private Funds and Institutional SMAs may charge performance-based fees or allocations, as described in Item 6. Fees and allocations can be fixed, fixed plus performance, or performance only, with certain fixed fees paid upfront. Performance-based fees may be charged quarterly, annually, or upon withdrawal/redemption.
Account minimum: $100,000 (Private Market SMA Strategies); $250,000 (Dual Contract SMA Program accounts generally for equity and fixed income accounts); $500,000 (Minimum account size for Premium Access Strategies accounts managed by BIM) Minimum fee: Dual Contract SMA Program accounts generally are subject to a minimum fee determined by applying the fee schedule to the applicable minimum account size.
Angola, NY
New Jersey · New York
Blackrock Investments, LLC
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 63, Series 65
Hamburg, NY
Saperston Legacy Advisors, Inc.
Willard Saperston is a financial advisor at Saperston Legacy Advisors, Inc. with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several related firms, including his own family-named entities dating back to 1981. Saperston Legacy Advisors provides investment supervisory services and individual portfolio management to retail and high-net-worth individuals, pension plans, charitable organizations, and corporate clients. The firm emphasizes technical and momentum-based analysis alongside fundamental review, offering discretionary and non-discretionary management through proprietary asset-allocation programs and consulting services.
Series 63, Series 65
Hamburg, NY
Saperston Legacy Advisors, Inc.
David Braunstein is a financial advisor at Saperston Legacy Advisors, Inc. with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Brighton Securities Corp and Saperston Asset Management, Inc. prior to joining his current firm. Saperston Legacy Advisors provides investment supervisory services and portfolio management to retail and high-net-worth individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of technical and momentum-based analysis alongside fundamental review, offering discretionary and non-discretionary management through proprietary asset-allocation programs focused on mutual funds, stocks, bonds, and ETFs.
Series 63, Series 65
Hamburg, NY
Saperston Legacy Advisors, Inc.
Kristina Saperston is a financial advisor at Saperston Legacy Advisors, Inc. with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has held various roles within the Saperston family of firms since 1998, including positions at Saperston Real Estate Corp. and related management companies. Saperston Legacy Advisors provides investment supervisory services and portfolio management to retail and high-net-worth individuals, pension plans, charitable organizations, and corporate clients. The firm emphasizes technical and momentum-based analysis in its investment process and offers both discretionary and non-discretionary management through proprietary asset-allocation programs.
Series 63, Series 65
Hamburg, NY
Saperston Legacy Advisors, Inc.
James Taylor III is a financial advisor at Saperston Legacy Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Brighton Securities Corp, First Allied Securities Inc., and Summit Wealth Management Inc. Saperston Legacy Advisors provides investment supervisory services and portfolio management to retail and high-net-worth individuals, pension plans, charitable organizations, and corporate clients. The firm uses proprietary asset-allocation programs and emphasizes technical and momentum-based analysis alongside fundamental review in its investment approach.
CFP®, Series 63, Series 66
Hamburg, NY
Note Advisors, LLC
Angela Hall is a CFP® with 17 years of industry experience. She is currently with Note Advisors, LLC and has held prior roles at GCW Capital, Sterling Investment Counsel, LPL Financial, Jensen Marks Langer and Vance, Sii Investments, and Morgan Stanley. Outside of her advisory work, she is an Independent Insurance Agent specializing in various life and health insurance products. Note Advisors serves individuals, families, trusts, charitable organizations, pensions, and corporations, with a focus on high-net-worth households. The firm emphasizes a financial planning-driven approach and offers in-house tax preparation, wealth coaching, estate-planning assistance, and discretionary asset management.
Series 63, Series 65, Series 66
Orchard Park, NY
Silver Grove Advisory Services
Michael Becht is a financial advisor at Silver Grove Advisory Services with 28 years of industry experience. He previously worked for NEXT Financial Group for 20 years and has held Series 63, 65, and 66 licenses. Becht operates his advisory business through Silver Grove Advisory Services, an independent registered investment advisor firm. Silver Grove Advisory Services is a multi-advisor firm managing approximately $326.6 million for nearly 1,930 clients, including individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm offers discretionary portfolio management with a primarily long-term, client-specific approach using diversified mutual funds, ETFs, and other securities, alongside financial planning and retirement consulting services.
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