Stephen GagliardiCRD 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.
Global Wealth Management Investment Advisory, Inc.
Kingsview Wealth Management, LLC
World Equity Group, Inc.
|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|
Total Assets Under Management20MILLIONS
Total Number of Accounts146ACCOUNTS
Average Account Value$139,037
- 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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