George Robert Gagliardi
Investment adviser representative at Astoria Portfolio Advisors LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$977.6MFirm 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
- Seminars and workshops
Experience
16 years in the industry.
- Astoria Portfolio Advisors LLCOct 2024 to now
- Trust Advisory Group LtdFeb 2010 to Sep 2024
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (MA).
Astoria Portfolio Advisors LLC
$977.6MAssets managed
123Clients
10Advisers
6 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
- 5720367
- Firm CRD
- 288271