Giralda Advisors, LLC
Giralda Advisors, LLC (CRD# 165971) is a financial advisory firm headquartered in New York, NY. They manage $206,005,600 in 48 accounts and serve the financial needs of clients across 6 states (or territories).
Total Assets Under Management206MILLION
Total Number of Accounts48ACCOUNTS
Average Account Value$4,291,783
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Educational seminars/workshops
CA, KS, NJ, NY, TX, UT
Jerry Miccolis (CRD# 4757516) is an Investment Advisor Representative working at Giralda Advisors, LLC in New York, NY and has 1 year of experience in the finance industry. Jerry Miccolis 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.