Dante Giorgio
Investment adviser representative at Ehg Wealth Management
11 yearsExperience
1 stateRegistered in
$0Firm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Ehg Wealth Management LLCSep 2026 to now
- BenefixApr 2021 to now
- Giorgio Transport, Inc.May 2015 to now
- Kerr Wealth ManagementMar 2026 to Sep 2026
- Giorgio Financial Advisors LLCFeb 2026 to Sep 2026
- Benecon GroupMay 2018 to Mar 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
Ehg Wealth Management
Legal name: Ehg Wealth Management LLC
$0Assets managed
0Clients
3Advisers
Under 1 yearIn 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
- 8243257
- Firm CRD
- 342819