Lorenzo Pietro Gaudioso
Investment adviser representative at Granite Islands Private Wealth, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$229.9MFirm assets
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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
11 years in the industry.
- Granite Islands Private Wealth, LLCAug 2025 to now
- Sanctuary Securities, Inc.Aug 2025 to now
- Osaic Wealth, IncJul 2024 to Aug 2025
- Carson WealthAug 2022 to Jul 2024
- Nesso WealthJan 2022 to Jul 2022
- Cwm, LLCDec 2020 to Jul 2024
- Cetera Advisor NetworksDec 2020 to Dec 2022
- Flp Financial PlanningDec 2020 to Jan 2022
- Infinex Investments, Inc.Jun 2017 to Dec 2020
- Milford BankJun 2017 to Jun 2018
- UnemployedApr 2017 to Jun 2017
- Oppenheimer & Co. Inc.Nov 2016 to Mar 2017
- Park Avenue Securities LLCNov 2015 to Nov 2016
- Guardian Life Insurance CoOct 2015 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2003
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CT).
Granite Islands Private Wealth, LLC
$229.9MAssets managed
491Clients
4Advisers
1 yearIn 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
- 3230878
- Firm CRD
- 336263