Advisor at Peconic Asset Planning
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Firm
Peconic Asset Planning
Location
Riverhead, NY 11901
Credentials
Series 63, Series 65
Industry experience
41 years
Gilbert Cardillo is a financial advisor at Peconic Asset Planning with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Investacorp and Securities America prior to his current role. Cardillo serves as a volunteer trustee for Suffolk County Parks, where he evaluates land purchases for parkland potential. Peconic Asset Planning provides discretionary investment management and advisory services to individuals, high net worth clients, trusts, and estates. The firm constructs customized portfolios using ETFs, mutual funds, stocks, and bonds, emphasizing continuous personal client contact and employing both fundamental and technical analysis to manage primarily long-term portfolios.
1.00% annually, billed quarterly in advance at 0.25% per quarter based on prior quarter-end assets
Not by Peconic itself; however, the principal, Mr. Cardillo, in his separate capacity as a Registered Representative may earn commissions for securities and insurance products separate from Peconic's advisory fees
Account minimum: Peconic generally does not impose a minimum relationship size. Fee-only: Investment advisory fees only; no commissions or other ongoing compensation from securities transactions
53 Lake Avenue
Riverhead, NY 11901
New York · Texas
Independent Financial group
2020 - Present (6 years)
Peconic Asset Planning, Inc.
2020 - Present (6 years)
Securities America Advisors
2020 - 2020 (1 year)
Securities America, inc.
2020 - 2020 (1 year)
Investacorp
2002 - 2020 (18 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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