Gary Delorenzo, financial advisor Huntington NY

Gary Delorenzo

CRD Number: 1065478
Current Firm: American Portfolios Advisors, Inc.

Gary Delorenzo (CRD# 1065478) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Huntington, NY and has over 34 years of experience in the finance industry. Gary Delorenzo 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 putclients' interests first and comply with the Financial Planning Practice Standards.

CONTACT
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American Portfolios Advisors, Inc.
Professional Designations
Company Name Location Dates Years
American Portfolios Financial Services, Inc. Holbrook, NY Jan 2014 - Current 10
Guardian Life Insurance Company Of America New York, NY Mar 1986 - Current 38
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1995
Contact Info for Gary J. Delorenzo
Phone Number: 631-439-4600 X156
Advisor Website: www.ClearHorizonGroup.com
Registered State(s):
  • CA
  • CT
  • GA
  • NY
  • NC
By the Numbers
  • Total Assets Under Management
    13,084
    MILLIONS
  • Total Number of Accounts
    54,553
    ACCOUNTS
  • Average Account Value
    $239,833
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Firm Disclaimer:

Securities offered through American Portfolios Financial Services, Inc. (APFS)

Member: FINRA/SIPC.  Advisory Services and Products offered through American Portfolios Advisors, Inc., an SEC Registered Investment Advisor.  Clear Horizon Group, Ltd. is not affiliated with American Portfolios Financial Services, Inc. and American Portfolios Advisors, Inc.

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