Gregory GiardinoCRD Number: 5524262
Current Firm: Gitterman Wealth Management, LLC
Gregory Giardino (CRD# 5524262) is an Investment Advisor Representative working at Gitterman Wealth Management, LLC in Edison, NJ and has over 4 years of experience in the finance industry.
Legacy Care Wealth, LLC
Axa Advisors, LLC
Fxp Advisory Services
|Gitterman Wealth Management, LLC||Iselin, NJ||Aug 2014 - Current||2|
|Triad Advisors Inc.||Norcross, GA||Nov 2012 - Current||3|
|Gitterman And Associates Wealth||Woodbridge, NJ||Oct 2012 - Aug 2014||1|
|Metlife Securities Incorporated||Short Hills, NJ||Aug 2008 - Oct 2012||4|
|Providence College||Providence, RI||Jul 2004 - May 2008||3|
|Six Flags Great Adventure||Jackson, NJ||Jun 2007 - Sep 2007||< 1|
|Applebees||Tinton Falls, NJ||Jun 2007 - Sep 2007||< 1|
|Applebees||Tinton Falls, NJ||Jun 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2016|
|S65||NASAA Investment Advisors Law Examination||Nov 2011|
Total Assets Under Management353MILLIONS
Total Number of Accounts1,357ACCOUNTS
Average Account Value$259,952
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CT, FL, MD, NJ, NY, PA, TX
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.