Jeffrey Giantonio
Investment adviser representative at Smith Brothers Financial, LLC
11 yearsExperience
1 stateRegistered in
$1.1BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Smith Brothers Financial, LLCOct 2022 to now
- LPL Financial, LLCOct 2022 to now
- Smith Brothers Insurance, LLCOct 2022 to now
- Woodbury Financial Services, Inc.Dec 2017 to Oct 2022
- Beirne Wealth Consulting Services, LLCJul 2015 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CT).
Smith Brothers Financial, LLC
$1.1BAssets managed
494Clients
8Advisers
4 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
- 2660402
- Firm CRD
- 322951