American Retirement & Investment Strategies, LLC

American Retirement & Investment Strategies, LLC (CRD# 139482) is a financial advisory firm headquartered in , . They manage $38,737,033 in 390 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    390
    ACCOUNTS
  • Average Account Value
    $99,326
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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, MA, NH, RI

Financial Advisors at American Retirement & Investment Strategies, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Joseph M. Grella
CRD#: 4560190
Gloucester, MA
96
Wealthminder
score

Joseph Grella (CRD# 4560190) is an Investment Advisor Representative working at American Retirement & Investment Strategies, LLC in Gloucester, MA and has over 14 years of experience in the finance industry. Joseph Grella 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 put clients' interests first and comply with the Financial Planning Practice Standards.

2
William Guglielmo E. D'annibale
CRD#: 4576258
Gloucester, MA
93
Wealthminder
score

William Guglielmo D'annibale (CRD# 4576258) is an Investment Advisor Representative working at American Retirement & Investment Strategies, LLC in Gloucester, MA and has over 14 years of experience in the finance industry.

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