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Anthony C

CFP®, ChFC®, Series 63, Series 66

Newtown, PA

Roble, Belko and Company, Inc.

Anthony Carrino is a CFP® and ChFC® with 23 years of experience in financial advising. He is affiliated with Roble, Belko and Company, Inc. and has worked with Roble Asset Management, Emmet & Company, First Institutional Securities LLC, and CPA Investment Solutions, LLC. Outside of his advisory role, he operates Sycamore Consulting, a part-time investment consulting business. Roble, Belko and Company provides wealth management services to individuals, trusts, corporations, pension and profit-sharing plans, and charitable organizations, focusing on larger households. The firm employs a strategic asset allocation and core/satellite approach, offering services that include retirement and philanthropic planning, and uses derivatives and sub-advisory relationships to address complex client needs.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Wealth management
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