Gregory T Laudadio
Investment adviser representative at Principal Securities, Inc.
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$17BFirm 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
16 years in the industry.
- Laudadio Wealth Management GroupOct 2021 to now
- Principal Securities, Inc.Aug 2018 to now
- Principal Life Insurance CompanyAug 2018 to now
- Financial Advisors of Delaware ValleySep 2018 to Mar 2023
- Rubin Fortunato & HarbisonSep 2017 to Aug 2018
- Rubin Fortunato & HarbisonFeb 2016 to Apr 2017
- Studying for Bar ExamJun 2015 to Aug 2017
- EducationAug 2010 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Principal Securities, Inc.
$17BAssets managed
51,941Clients
1,464Advisers
28 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
- 7008920
- Firm CRD
- 1137