Advisor at GFG Solutions
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.
Firm
GFG Solutions
Location
Orlando, FL 32801
Credentials
Series 63, Series 65
Industry experience
3 years
Vincent Amalfitano is a financial advisor at GFG Solutions in Orlando, FL, holding Series 63 and Series 65 credentials with three years of industry experience. His prior work history includes roles at MML Investors Services, MassMutual Life Insurance Company, NYLIFE Securities LLC, and New York Life Insurance Co. GFG Solutions serves individual and high-net-worth clients as well as business owners, providing discretionary and non-discretionary portfolio management, comprehensive financial planning, insurance advisory, and access to alternative investments. The firm employs a customized investment process combining fundamental, technical, and tactical analysis and offers distinctive services such as wrap-fee programs and performance-based fee arrangements for qualified clients.
Based on GFG Solutions
$0 - $249,999: 1.10% - 1.20% $250,000 - $499,999: 1.00% - 1.10% $500,000 - $999,999: 0.90% - 1.00% $1,000,000 - $1,999,999: 0.80% - 0.90% $2,000,000 - $2,999,999: 0.70% - 0.80% $3,000,000 - $4,999,999: 0.60% - 0.65% $5,000,000 - $9,999,999: 0.50% - 0.55% $10,000,000+: 0.50%
Commission compensation for insurance products sold by investment advisor representatives acting as insurance agents
20% performance fee on carried interest above a 15% IRR hurdle for qualified clients, plus 1% fixed management fee for leveraged equity portfolios
Account minimum: $100,000 Fee-only: Asset-based fees only, no commissions on securities
150 N. Orange Street, Suite 340
Orlando, FL 32801
Florida
GFG Solutions
2024 - Present (2 years)
GFG Solutions
2024 - Present (2 years)
MML Investors Services
2023 - 2024 (1 year)
MassMutual Life Insurance Company
2022 - 2024 (2 years)
NYLIFE Securities LLC
2021 - 2023 (2 years)
New York Life Insurance Co
2021 - 2023 (2 years)
Fore Funding
2021 - 2021 (1 year)
Munsey Park Elementary School
2020 - 2021 (1 year)
Ebay
2020 - 2021 (1 year)
Air Ideal
2019 - 2019 (1 year)
DV Trading
2018 - 2018 (1 year)
Globegistics
2017 - 2017 (1 year)
Johnson & Wales University
2016 - 2020 (4 years)
St. Anthony's High School
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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