Gary DelorenzoCRD Number: 1065478
Current Firm: American Portfolios Advisors, Inc.
Gary Delorenzo (CRD# 1065478) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Huntington, NY and has over 34 years of experience in the finance industry. Gary Delorenzo 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Scholtz & Co
|American Portfolios Financial Services, Inc.||Holbrook, NY||Jan 2014 - Current||4|
|Clear Horizon Group, Ltd.||Huntington, NY||May 2002 - Current||15|
|Guardian Life Insurance Company Of America||New York, NY||Mar 1986 - Current||31|
|North Ridge Securities Corp.||Melville, NY||Apr 2006 - Jan 2014||7|
|Park Avenue Securities||New York, NY||Jun 2004 - Apr 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1995|
Total Assets Under Management2,864MILLIONS
Total Number of Accounts14,826ACCOUNTS
Average Account Value$193,205
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Securities offered through American Portfolios Financial Services, Inc. (APFS)
Member: FINRA/SIPC. Advisory Services and Products offered through American Portfolios Advisors, Inc., an SEC Registered Investment Advisor. Clear Horizon Group, Ltd. is not affiliated with American Portfolios Financial Services, Inc. and American Portfolios Advisors, Inc.