Advisor at Big Rock Advisors LLC
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Firm
Big Rock Advisors LLC
Location
Sag Harbor, NY 11963
Credentials
Series 63, Series 65
Industry experience
18 years
Anthony Cardona is a financial advisor at Big Rock Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Hornor, Townsend & Kent, Penn Mutual Life Insurance Company, and The Leaders Group, Inc. Cardona is also the owner of AJ Cardona & Co, an insurance services business. Big Rock Advisors is a small registered investment adviser serving individual investors and qualified retirement plans. The firm offers discretionary asset management, retirement plan advisory, and financial planning services, employing tailored investment programs based on clients’ goals and risk tolerance.
Based on Big Rock Advisors LLC
Based on Big Rock Advisors LLC
Financial planning fees between $3,000 and $15,000
$0 - $2,000,000: 1.25% annually $2,000,000.01 - $5,000,000: 1.10% annually $5,000,000.01+: 1.00% annually
$250 per hour
Account minimum: $500,000
35 Main Street
Sag Harbor, NY 11963
New York
Big Rock Advisors LLC
2025 - Present (1 year)
Big Rock Advisors LLC
2024 - 2025 (1 year)
FFR
2022 - Present (4 years)
The Leaders Group, Inc.
2022 - 2024 (2 years)
AJ Cardona & Co
2014 - Present (12 years)
Hornor, Townsend & Kent, LLC
2013 - 2020 (7 years)
Penn Mutual Life Insurance COmpany
2012 - 2020 (8 years)
MCRA
2006 - 2020 (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.
Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
Series 65
Sag Harbor, NY
Ravello Partners LLC
Series 63, Series 65
Southampton, NY
Palm Capital Group LLC
Series 63, Series 65
Southold, NY
Clearview Financial Planning, Inc.
Series 63, Series 65
Hampton Bays, NY
East End Wealth Management
CFA®, Series 63, Series 65
Sag Harbor, NY
Majority Asset Management, Inc.
Series 65
Sagaponack, NY
Powder Ridge Capital LP
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