Gregory Aroneo
Advisor at Carapace Financial Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Carapace Financial Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Bedminster, NJ 07921
Credentials
Series 63, Series 66
Industry experience
12 years
Gregory Aroneo is a financial advisor with Carapace Financial Advisors LLC and holds Series 63 and Series 66 licenses. He has 12 years of industry experience, including roles at Financial Northeastern Securities and prior positions in education and legal support. He has been with Carapace Financial Advisors since 2017. Carapace Financial Advisors LLC provides discretionary portfolio management and sub-advisory services primarily to high-net-worth individuals, accredited and institutional investors, and other investment advisers. The firm employs market-linked hedging strategies using a combination of fixed income or equity portfolios with exchange-listed and FLEX options, applying a proprietary quantitative methodology to reduce downside risk while offering defined upside participation or enhanced income.
Based on Carapace Financial Advisors LLC
Based on Carapace Financial Advisors LLC
0.40% - 2.00% annually (negotiated basis)
$500.00 per hour (negotiated and agreed upon with client)
Account minimum: $100,000 for private fund clients; $200,000 for separately managed accounts where Carapace acts as a sub-advisor (negotiable) Fee-only: Fixed fee of $500.00 per hour (negotiated and agreed upon with client)
One Pluckemin Way, Suite 303
Bedminster, NJ 07921
California · Massachusetts · New Jersey · Washington
Carapace Financial Advisors LLC
2017 - Present (9 years)
Financial Northeastern Securities
2017 - 2021 (4 years)
Ridge High School
2017 - 2017 (1 year)
Morris Catholic High School
2016 - 2017 (1 year)
Jardim, Meisner & Susser, P.C.
2016 - 2016 (1 year)
Ridge High School
2016 - 2016 (1 year)
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