Stephen Gagliardi, financial advisor Boca Raton FL

Stephen Gagliardi

CRD Number: 6528854
Current Firm: Greenline Wealth Management

Stephen Gagliardi (CRD# 6528854) is an Investment Advisor Representative working at Greenline Wealth Management in Boca Raton, FL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Greenline Planning LLC Boca Raton, FL Sep 2020 - Current 1
Greenline Wealth Management Llc Dba Greenline Wealth Management Boca Raton, FL Aug 2018 - Current 3
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
Comcast Philadelphia, PA Sep 2012 - Dec 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2015
S65 NASAA Investment Advisors Law Examination Aug 2018
Contact Info for Stephen V. Gagliardi
Phone Number: 561-405-6609
Firm Website: https://greenlinewm.com
Registered State(s):
  • FL
  • IL
  • NJ
By the Numbers
  • Total Assets Under Management
    20
    MILLIONS
  • Total Number of Accounts
    146
    ACCOUNTS
  • Average Account Value
    $139,037
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

FL, IL, NJ

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