Philip Giammarino
Investment adviser representative at Ganim Private Wealth
15 yearsExperience
2 statesRegistered in
$238.6MFirm assets
5 yearsFirm in business
Are you Philip Giammarino? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Ganim Private WealthMay 2022 to now
- Gfs Wealth Management Advisors IncMay 2022 to now
- Coastline Wealth MangementMar 2020 to now
- Kestra Advisory Services, LLC.Mar 2020 to now
- Kestra Investment Services, LLC.Mar 2020 to now
- Russell Wealth ManagmentMar 2020 to now
- UBS Financial Services IncApr 2011 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (CT, NY).
Ganim Private Wealth
Legal name: Gfs Wealth Management Advisors, Inc.
$238.6MAssets managed
50Clients
5Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1999395
- Firm CRD
- 285679