Gandolfo Taravella, financial advisor Red Bank NJ

Gandolfo Taravella

CRD Number: 3051807
Current Firm: Morgan Stanley

Gandolfo Taravella (CRD# 3051807) is an Investment Advisor Representative working at Morgan Stanley in Red Bank, NJ and has over 24 years of experience in the finance industry.

Similar Advisors
Mark Abadir, financial advisor Red Bank NJ
Mark A. Abadir
CRD# 2130640
Ameriprise Financial Services, LLC
Similar Advisors
Raymond Abbate, financial advisor Red Bank NJ
Raymond J. Abbate
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Samirah Abdul-Alim, financial advisor Red Bank NJ
Samirah Abdul-Alim
CRD# 1863193
Primerica Advisors
Company Name Location Dates Years
Morgan Stanley Red Bank, NJ Jun 2022 - Current 1
Jp Morgan Securities, LLC Morristown, NE Nov 2014 - Jun 2022 7
Merrill Lynch Short Hills, NJ Jan 2012 - Nov 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1999
S65 NASAA Investment Advisors Law Examination Oct 2002
Contact Info for Gandolfo Taravella
Phone Number: 914-225-5510
Registered State(s):
  • NJ
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    1,185,061
    MILLIONS
  • Total Number of Accounts
    2,233,188
    ACCOUNTS
  • Average Account Value
    $530,659
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Gandolfo Taravella and other advisors.
BADGES

About Wealthminder

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 derived from SEC.gov data covering 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.

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.