Anthony Morgillo, financial advisor Guilford CT

Anthony Morgillo

CRD Number: 3053010
Current Firm: Gsb Wealth Management, LLC

Anthony Morgillo (CRD# 3053010) is an Investment Advisor Representative working at Gsb Wealth Management, LLC in Guilford, CT and has over 25 years of experience in the finance industry. Anthony Morgillo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Gsb Wealth Management, LLC Guilford, CT Aug 2020 - Current 3
Bank Of America, N.a. Madison, CT Mar 2013 - Jun 2020 7
Merrill Lynch, Pierce, Fenner & Smith Incorporated Madison, CT Feb 2013 - Jun 2020 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S65 NASAA Investment Advisors Law Examination Sep 1999
Contact Info for Anthony F. Morgillo
Phone Number: 203-453-9075
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    475
    MILLIONS
  • Total Number of Accounts
    1,454
    ACCOUNTS
  • Average Account Value
    $326,694
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
  • Other
Types of Clients
Registered States

CA, CT, FL, IL, MA, MD, ME, NC, NE, NH, NJ, NY, OK, PA, RI, SC, TX

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