Gregory Giardino
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$122.2BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Wealth Enhancement Advisory Services, LLCJun 2024 to now
- Wealth Enhancement GroupJun 2024 to now
- Atlas Fiduciary FinancialSep 2022 to Jun 2024
- LPL Financial LLCJul 2020 to Sep 2022
- Stratos Wealth Partners, LtdJul 2020 to Sep 2022
- Vanderbilt Securities, LLCJun 2017 to Jul 2020
- Gitterman Wealth Management, LLCAug 2014 to Jul 2020
- Triad Advisors IncNov 2012 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Wealth Enhancement Advisory Services, LLC
$122.2BAssets managed
85,001Clients
1,002Advisers
24 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
- 5524262
- Firm CRD
- 116407