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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

Anthony Joseph Marchetti

Advisor at ACORNS

Lincoln, RI | IRVINE, CA

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Search this name across graphsid dfx:ria:6c7c5faf-2562-96c7-98a7-bf4cbe2144ce

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Nov 4, 2024 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ACORNS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Oct 3, 2022
First registration: Nov 4, 2024
Dual registered: yes, broker-dealer
Other names: ANTHONY JOSEPH MARCHETTI|AJ Marchetti|Anthony Marchetti|Anthony J Marchetti
IAPD individual key: 7587995

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Acorns	Independent wealth	Dec 4, 2025	n/a	yes	Lincoln, RI\|IRVINE, CA	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jul 21, 2025	Sep 24, 2025	no	RIVERSIDE, RI	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	May 20, 2025	no	SMITHFIELD, RI\|BOSTON, MA\|LINCOLN, RI	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Nov 4, 2024	Mar 31, 2025	no	SMITHFIELD, RI\|LINCOLN, RI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Acorns	Sep 24, 2025	Dec 4, 2025	71	Firm change	Wirehouse to RIA
STRATEGIC ADVISERS LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	May 20, 2025	Jul 21, 2025	62	Firm change	Ibd to wirehouse
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd

Relationships

Registered with (4)

→ ACORNSRegistered adviserregistration: current employment
Dec 4, 2025 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jul 21, 2025 to Sep 24, 2025factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to May 20, 2025factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Nov 4, 2024 to Mar 31, 2025factForm ADV

Dated events

Occurred
Sep 24, 2025
Advisor changed firm
Anthony Joseph Marchetti left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Acorns (registered 2025-12-04)
Form ADVobserved 6 days ago
Occurred
May 20, 2025
Advisor changed firm
Anthony Joseph Marchetti left Strategic Advisers Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2025-07-21)
Form ADVobserved 6 days ago