Advisor at A&G Financial Management, LLC
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Firm
A&G Financial Management, LLC
Location
Nashville, TN 37203
Credentials
Series 66
Industry experience
21 years
Vincent Giannattasio is a financial advisor with A&G Financial Management, LLC in Nashville, TN, holding a Series 66 designation and 21 years of industry experience. He has been with A&G Financial Management since 2009. Outside of his advisory role, he serves as a member of the A&G Foundation, a charitable organization overseeing the distribution of funds. A&G Financial Management provides ongoing investment supervisory services to individuals, high-net-worth clients, and some business entities, managing approximately $38 million across about 146 accounts. The firm employs a discretionary portfolio management approach that incorporates charting, fundamental, technical, and cyclical analysis, using a range of in-house trading strategies including long- and short-term trading, short sales, margin transactions, and options writing.
$1 - $1,000,000: 1.00% annually Above $1,000,000+: Negotiable
3200 West End Avenue, Suite 500
Nashville, TN 37203
Tennessee · Texas
A&G Financial Management, LLC (154561)
2009 - Present (17 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
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
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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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