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Edward Paul Giaco

Investment adviser representative at Intrua Financial
41 yearsExperience
1 stateRegistered in
$1.7BFirm assets
10 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 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

41 years in the industry.

  1. Intrua FinancialJun 2026 to now
  2. LPL Financial LLCFeb 2018 to now
  3. Edward Giaco & AssociatesMar 1985 to now
  4. Sii Investment, Inc.Aug 2007 to Feb 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2011

State registrations

Registered as an investment adviser representative in 1 state (OH).

Intrua Financial

Legal name: Intrua Financial LLC

$1.7BAssets managed
3,380Clients
36Advisers
10 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
2762414
Firm CRD
281554
Advisor's SEC record (opens in a new tab)
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