Brennan Guli, financial advisor Red Bank NJ

Brennan Guli

CRD Number: 5210848
Current Firm: Lighthouse Financial Advisors, Inc.

Brennan Guli (CRD# 5210848) is an Investment Advisor Representative working at Lighthouse Financial Advisors, Inc. in Red Bank, NJ and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Lighthouse Financial Advisors, Inc. Red Bank, NJ Mar 2013 - Current 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
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 Brennan Guli
Phone Number: (732) 747-6680
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    714
    MILLIONS
  • Total Number of Accounts
    2,043
    ACCOUNTS
  • Average Account Value
    $349,412
Compensation Options
  • 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

CA, FL, LA, MA, NJ, NY, PA, TX

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