Thomas Giardina (CRD# 4484176) is an Investment Advisor Representative working at Financial Transparency in Pittsfield, MA and has over 22 years of experience in the finance industry.
CRD# 6091481
The Ayco Company, LP
CRD# 4397867
Commonwealth Financial Network
CRD# 6593537
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Envision Financial Transparency, LLC | Greensboro, NC | Jul 2018 - Current | 5 |
| Giardina & Bresett | Pittsfield, MA | Jan 1990 - Current | 34 |
| Cssc Brokerage Services, Inc. | Pittsfield, MA | Mar 2007 - Jul 2018 | 11 |
| Cssc Insurance Services, Inc. | Troy, MI | Mar 2002 - Jul 2018 | 16 |
| Trustee Empowerment & Protection, Inc. | Pittsfield, MA | Nov 2001 - Jul 2018 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2002 |
- MA
-
Total Assets Under Management295MILLIONS
-
Total Number of Accounts508ACCOUNTS
-
Average Account Value$581,279
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, FL, IA, IL, MA, MI, NC, NH, TX
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