Peconic Asset Planning

Peconic Asset Planning (CRD# 310121) is a financial advisory firm headquartered in Riverhead, NY. They manage $40,589,083 in 181 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
53 Lake Avenue, Riverhead, NY 11901
https://peconicassetplanning.com
By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    181
    ACCOUNTS
  • Average Account Value
    $224,249
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NH, NY, TX

Financial Advisors at Peconic Asset Planning
Showing 1 - 1 of 1 top financial advisors.
1
Gilbert Cardillo, financial advisor Riverhead NY
Gilbert A. Cardillo
CRD#: 1110960
53 Lake Avenue, Riverhead, NY 11901

Gilbert Cardillo (CRD# 1110960) is an Investment Advisor Representative working at Peconic Asset Planning in Riverhead, NY and has over 39 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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