Gordon Jay Forgione
Investment adviser representative at Foundations Investment Advisors LLC
17 yearsExperience
1 stateRegistered in
$10.1BFirm assets
11 yearsFirm in business
Are you Gordon Jay Forgione? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
17 years in the industry.
- Foundations Investment Advisors LLCAug 2021 to now
- Midstate Insurance & Financial dba Summit Retirement SolutionsJun 2009 to now
- Ae Wealth Management, LLCSep 2019 to Aug 2021
- Change Path LLCApr 2018 to Sep 2019
- The Nathan AgenciesJul 2017 to Jan 2020
- Lincoln InvestmentJul 2017 to Apr 2018
- Principal Life Insurance CompanySep 2015 to Jun 2017
- Princor Financial Services CorporationSep 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (CT).
Foundations Investment Advisors LLC
$10.1BAssets managed
29,663Clients
293Advisers
11 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
- 5691752
- Firm CRD
- 175083