Gregory Aroneo (CRD# 5783166) is an Investment Advisor Representative working at Carapace Financial Advisors LLC in Bedminster, NJ and has over 10 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Carapace Financial Advisors LLC | Bedminster, NJ | Oct 2017 - Current | 6 |
| Financial Northeastern Securities | Fairfield, NJ | Jul 2017 - Aug 2021 | 4 |
| Ridge High School | Basking Ridge, NJ | Mar 2017 - May 2017 | < 1 |
| Morris Catholic High School | Denville, NJ | Nov 2016 - Mar 2017 | < 1 |
| Jardim, Meisner & Susser, P.c. | Florham Park, NJ | May 2016 - Sep 2016 | < 1 |
| Ridge High School | Basking Ridge, NJ | Mar 2016 - May 2016 | < 1 |
| Morris Catholic High School | Denville, NJ | Nov 2015 - Mar 2016 | < 1 |
| Unemployed | Stirling, NJ | May 2015 - Nov 2015 | < 1 |
| Ubs Securities LLC | Stamford, CT | Apr 2010 - Apr 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2017 |
- CA
- MA
- NJ
-
Total Assets Under Management50MILLIONS
-
Total Number of Accounts22ACCOUNTS
-
Average Account Value$2,293,218
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
CA, MA, NJ
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