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Brennan Guli

Investment adviser representative at Lighthouse Financial Advisors, Inc.
13 yearsExperience
2 statesRegistered in
$1.1BFirm assets
13 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.

Fixed 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

13 years in the industry.

  1. Lighthouse Financial Advisors, Inc.Mar 2013 to now

Exams passed

  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 2 states (NJ, TX).

Lighthouse Financial Advisors, Inc.

$1.1BAssets managed
429Clients
4Advisers
13 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
5210848
Firm CRD
121496
Advisor's SEC record (opens in a new tab)
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