Philip Giammarino, financial advisor Port Jefferson NY

Philip Giammarino

CRD Number: 1999395
Current Firm: Kestra Advisory Services, LLC

Philip Giammarino (CRD# 1999395) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Port Jefferson, NY and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Gfs Wealth Management Advisors Inc. Shelton, CT May 2022 - Current 1
Russell Wealth Managment Port Jefferson, NY Mar 2020 - Current 4
Kestra Investment Services, LLC Port Jefferson, NY Mar 2020 - Current 4
Kestra Advisory Services, LLC Port Jefferson, NY Mar 2020 - Current 4
Coastline Wealth Mangement Port Jefferson, NY Mar 2020 - Current 4
Ubs Financial Services Inc. Melville, NY Apr 2011 - Mar 2020 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1992
S65 NASAA Investment Advisors Law Examination Oct 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Philip Giammarino
Phone Number: 8445537872
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    48,324
    MILLIONS
  • Total Number of Accounts
    140,425
    ACCOUNTS
  • Average Account Value
    $344,129
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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