Stephen Gagliardi (CRD# 6528854) is an Investment Advisor Representative working at Greenline Wealth Management in Boca Raton, FL and has over 8 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Greenline Planning LLC | Boca Raton, FL | Sep 2020 - Current | 3 |
| Greenline Wealth Management Llc Dba Greenline Wealth Management | Boca Raton, FL | Aug 2018 - Current | 5 |
| Adp Broker-dealer, Inc. | Florham Park, NJ | Jul 2015 - Jul 2018 | 3 |
| Saint Joseph's University | Philadelphia, PA | Sep 2011 - Jun 2015 | 3 |
| Fvm Strategic Communications | Plymouth Meeting, PA | Jan 2014 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2015 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2018 |
- FL
- IL
- NJ
-
Total Assets Under Management47MILLIONS
-
Total Number of Accounts244ACCOUNTS
-
Average Account Value$191,962
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
FL, IL, NJ
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