Advisor at Griffin Financial Services
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
Griffin Financial Services
Location
Rotterdam Junction, NY
Credentials
Series 63, Series 65
Industry experience
33 years
$50,000.00 - $99,999.99: 2.00% $100,000.00 - $199,999.99: 1.75% $200,000.00 - $274,999.99: 1.65% $275,000.00 - $349,999.99: 1.55% $350,000.00 - $499,999.99: 1.45% $500,000.00 - $599,999.99: 1.35% $600,000.00 - $749,999.99: 1.25% $750,000.00+: 1.20%
Commissions are reported by the firm but specific amounts not detailed in brochure.
Hourly charges reported by the firm; specific rates not stated in brochure.
Account minimum: $50,000
APW Capital, Inc.
2005 - Present (21 years)
Griffin Financial Services
1996 - Present (30 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 63
Albany, NY
Fidelity
Andrew Altieri is a Vice President and Financial Consultant at Fidelity Investments. He partners with clients and their families to develop and implement personalized financial plans tailored to their specific needs. His approach is based on a clear process emphasizing integrity and candor. Andrew has been with Fidelity Investments since 2015, progressing through roles including Relationship Manager, Investment Consultant, Financial Consultant, and currently Vice President. Prior to joining Fidelity, he worked as a Financial Advisor at Northwestern Mutual from 2013 to 2015.
Series 66
Ballston Spa, NY
Edward Jones
Series 66
Albany, NY
Edward Jones
Series 66
Albany, NY
Edward Jones
Series 66
Albany, NY
Edward Jones
Series 66
Albany, NY
Fidelity
Michael Carillo is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He partners with clients to create simple and effective financial plans. Prior to this, he served as an Investment Consultant from 2022 to 2023 and as a Workplace Planning Consultant from 2021 to 2022, all within Fidelity Investments. His professional experience spans various aspects of financial consulting, focusing on developing tailored financial strategies for clients. Outside of his professional work, Michael has personal interests that include baseball, boating, family activities, military service, music, and parenthood.
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