Gsb Wealth Management, LLC

Gsb Wealth Management, LLC (CRD# 124867) is a financial advisory firm headquartered in Guilford, CT. They manage $250,256,265 in 469 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    250
    MILLION
  • Total Number of Accounts
    469
    ACCOUNTS
  • Average Account Value
    $533,595
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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.

CT, FL, MA, NE, NH, NY

Financial Advisors at Gsb Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Anthony F. Morgillo
CRD#: 3053010
2614 Boston Post Road, Suite 16a, Guilford, CT 06437

Anthony Morgillo (CRD# 3053010) is an Investment Advisor Representative working at Gsb Wealth Management, LLC in Guilford, CT and has over 22 years of experience in the finance industry. Anthony Morgillo 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
Charles E. Reagle
CRD#: 6779245
2614 Boston Post Road, Suite 16a, Guilford, CT 06437

Charles Reagle (CRD# 6779245) is an Investment Advisor Representative working at Gsb Wealth Management, LLC in Guilford, CT and has over 3 years of experience in the finance industry.

3
Kenneth R. Russell
CRD#: 4073148
2614 Boston Post Road, Suite 16a, Guilford, CT 06437

Kenneth Russell (CRD# 4073148) is an Investment Advisor Representative working at Gsb Wealth Management, LLC in Guilford, CT and has over 14 years of experience in the finance industry.

4
Colleen A. Venter
CRD#: 4964085
2614 Boston Post Road, Suite 16a, Guilford, CT 06437

Colleen Venter (CRD# 4964085) is an Investment Advisor Representative working at Gsb Wealth Management, LLC in Guilford, CT and has over 15 years of experience in the finance industry.

5
Brant A. Walker
CRD#: 2942850
2614 Boston Post Road, Suite 16a, Guilford, CT 06437

Brant Walker (CRD# 2942850) is an Investment Advisor Representative working at Gsb Wealth Management, LLC in Guilford, CT and has over 23 years of experience in the finance industry.

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