Anthony Arot
Advisor at Merrill
Updated today
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.
About
Anthony Arot is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he is part of the Nash Wealth Management Group. He joined the group in 2014 and focuses on helping clients achieve their financial goals through personalized strategies. His client base includes retirees, business owners, and high-net-worth individuals. Anthony specializes in areas such as divorce transition planning, education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income.
Anthony holds a Bachelor's Degree from Stockton University and is a Personal Investment Advisor (PIA). He is engaged in several professional organizations and community groups, including Haddonfield United Methodist Church, the American Red Cross, the Colorectal Cancer Alliance, the Marlton Recreational Council, and the Society for American Baseball Research (SABR).
Outside of his professional work, Anthony enjoys spending time with his family and participating in sports and recreational activities such as baseball, basketball, fishing, football, music, running, running marathons, and soccer.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
General retirement planning
Retirement income strategy
Wealth management
Roth conversion strategy
Multi-generational wealth transfer
Location
1200 Howard Blvd
Mount Laurel, NJ 08054
Most active in
Anthony A has reported serving >5 clients in these states in the last 12 months.
New Jersey · Pennsylvania · Texas
Work history
Bank of America N.A.
2022 - Present (4 years)
Merrill
2022 - Present (4 years)
Janney Montgomery Scott
2014 - 2022 (8 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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