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Gregory Giardino

Advisor at wealth Enhancement Advisory Services, LLC

Updated today

Location

Oakland, NJ 07436

Credentials

CFP®, Series 63, Series 65

Industry experience

17 years

About

Gregory Giardino is a CFP®-certified financial advisor at Wealth Enhancement Advisory Services, LLC with 17 years of industry experience. His prior roles include positions at Atlas Fiduciary Financial, LPL Financial, Stratos Wealth Partners, Vanderbilt Securities, Gitterman Wealth Management, and Triad Advisors. Outside of advisory work, he serves as Secretary for the Greater Pascack Valley Chamber of Commerce and as Director of Marketing and Communications for the Financial Planning Association of New Jersey. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm’s investment approach combines strategic allocation across risk classes with both passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Client services

Based on wealth Enhancement Advisory Services, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Erisa 3(38) investment manager

Expertise

Based on wealth Enhancement Advisory Services, LLC

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on wealth Enhancement Advisory Services, LLC

Executive Founder/Business Owner Retired

Demographic focus

Based on wealth Enhancement Advisory Services, LLC

HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)

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Fee options

Fixed

Flat fees from $250 to $50,000 for financial planning and consulting services

Percentage

$0 - $999,999 or less: 1.50% annually $1,000,000 - $2,000,000: 1.25% annually $2,000,000+: 1.00% annually

Commissions

Hybrid advisors may earn commissions on securities sold through brokerage accounts; commissions vary by product

Project-based

Hourly fees up to $600 per hour for financial consulting/planning services

Other

Minimum fee: Minimum annual fees may apply, for example, $40 to $65 minimum annual per account platform fees; minimum annual fee may be waived at WEAS's discretion Fee-only: Financial planning fees up to $25,000; hourly fees up to $600 per hour; flat fees from $250 to $50,000

Location

393 Ramapo Valley Rd, Suite 2

Oakland, NJ 07436

Most active in

New Jersey

Work history

WEALTH ENHANCEMENT GROUP

2024 - Present (2 years)

Wealth Enhancement Advisory Services

2024 - Present (2 years)

Atlas Fiduciary Financial

2022 - 2024 (2 years)

LPL Financial

2020 - 2022 (2 years)

Stratos Wealth Partners, Ltd

2020 - 2022 (2 years)

Vanderbilt Securities, LLC

2017 - 2020 (3 years)

Gitterman Wealth Management, LLC

2014 - 2020 (6 years)

Triad Advisors Inc

2012 - 2017 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 65

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Options & derivatives strategies Real estate investing
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John D

Series 63, Series 65

Denville, NJ

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Options & derivatives strategies Passive / index investing
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