Advisors at this firm
Scott S
CFP®, Series 63, Series 65
Red Bank, NJ
Garden State Investment Advisory Services, LLC
Scott Sari is a CFP® with 33 years of industry experience, currently serving at Garden State Investment Advisory Services, LLC since 2004. He has also been associated with Garden State Securities, Inc. since 1998. Outside of his advisory role, he owns Garden State Insurance Agency, Inc. Garden State Investment Advisory Services, LLC offers personalized investment advisory services to individuals, high net worth clients, trusts, estates, corporations, and other business entities through a multi-advisor team. The firm employs various analytical methods and provides portfolio management, financial planning, and consulting services both directly and via third-party arrangements.
John B
Series 63, Series 65
Red Bank, NJ
Garden State Investment Advisory Services, LLC
John Banks is a financial advisor with Garden State Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Garden State Securities, Inc. since 2008. Outside of his advisory role, he serves as a youth hockey coach. Garden State Investment Advisory Services, LLC provides personalized investment advisory services to individuals, high net worth clients, trusts, estates, corporations, and other business entities through a multi-advisor team. The firm offers portfolio management, financial planning, and consulting, using a combination of fundamental, technical, cyclical, and charting analysis alongside third-party research.
Steven T
Series 63, Series 65
Red Bank, NJ
Garden State Investment Advisory Services, LLC
Steven Trigili is a financial advisor with Garden State Investment Advisory Services, LLC and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including 17 years at Garden State Securities. Outside of his advisory role, he serves as an adjunct instructor at several universities, including Southern New Hampshire University, Ocean County College, Georgian Court University, and Northern State University. Garden State Investment Advisory Services, LLC offers personalized investment advisory services to individuals, high net worth clients, trusts, estates, corporations, and other business entities. The firm’s multi-advisor team provides portfolio management, financial planning, and consulting, utilizing a range of analytical approaches and third-party research to implement client strategies.
Raymond A
CFP®, Series 63, Series 65
Red Bank, NJ
Garden State Investment Advisory Services, LLC
Raymond Ambrosino is a CFP® with 35 years of industry experience, currently serving at Garden State Investment Advisory Services, LLC. He has been with Garden State Securities, Inc. since 1998. Outside of his advisory role, he serves on the board of the Institute of Business and Finance in San Diego and is a part-owner of Power Pivot Training, both non-investment activities. Garden State Investment Advisory Services, LLC provides personalized investment advisory services to individuals, high net worth clients, trusts, estates, corporations, and other business entities. The firm’s multi-advisor team offers portfolio management, financial planning, and consulting, employing a range of analytical approaches and utilizing both direct management and third-party relationships.
Nicholas M
CFP®, Series 66
Red Bank, NJ
Garden State Investment Advisory Services, LLC
Nicholas Magistro is a CFP® with 16 years of industry experience, currently serving at Garden State Investment Advisory Services, LLC. He has been with the affiliated broker-dealer, Garden State Securities, Inc., since 2009. Outside of his advisory role, he is a licensed life and health insurance agent and serves as CFO of a startup company producing computer accessories. Garden State Investment Advisory Services, LLC provides personalized investment advisory services to individuals, high net worth clients, trusts, estates, corporations, and other business entities. The firm’s multi-advisor team offers portfolio management, financial planning, and consulting services, using various analytical methods and third-party research to tailor client strategies.
Nabil B
Series 66
Red Bank, NJ
Garden State Investment Advisory Services, LLC
Nabil Bouab is a financial advisor at Garden State Investment Advisory Services, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Garden State Securities, Inc. since 2022 and American Portfolios Financial Services, Inc. since 2013. Outside of advisory services, he is involved in soliciting and servicing clients' insurance needs, including life, disability, and long-term care insurance. Garden State Investment Advisory Services, LLC provides personalized investment advisory services to individuals, high net worth clients, trusts, estates, corporations, and other business entities. The firm’s multi-advisor team offers portfolio management, financial planning, and consulting, employing various analytical methods and working with multiple custodians to implement client strategies.
Kevin D
Series 63
Red Bank, NJ
Garden State Investment Advisory Services, LLC
Kevin Derosa is a financial advisor with Garden State Investment Advisory Services, LLC and holds a Series 63 designation. He has 33 years of industry experience and has worked with affiliated firms including Garden State Securities, Inc. since 1999 and Garden State Insurance Agency, Inc. since 2005. Outside of advisory work, he is a co-founder of The Opus Group LLC and is involved as a managing member in private funds focused on investing in private companies. Garden State Investment Advisory Services, LLC serves individuals, high net worth clients, trusts, estates, corporations, and other business entities through a multi-advisor team. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, employing a variety of analytical approaches and third-party research to implement client strategies.
Stephen W
Series 63, Series 66
Red Bank, NJ
Garden State Investment Advisory Services, LLC
Stephen Wisk is a financial advisor with Garden State Investment Advisory Services, LLC in Red Bank, NJ, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has been with Garden State Securities since 2010. Outside of his advisory role, he works as an independent contractor and sales agent for life and health insurance products and serves as a youth soccer referee. Garden State Investment Advisory Services, LLC provides personalized investment advisory services to individuals, high net worth clients, trusts, estates, corporations, and other business entities. The firm’s multi-advisor team offers portfolio management, financial planning, and consulting using a range of analytical methods and third-party research, delivering investment management through various direct and co-advisor arrangements.
Thomas M
Series 63, Series 65, Series 66
Red Bank, NJ
Garden State Investment Advisory Services, LLC
Thomas Matyola is a financial advisor at Garden State Investment Advisory Services, LLC with 16 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Garden State Securities, Inc. since 2017 and Regal Securities since 2013. In addition to his advisory work, he is a licensed insurance producer offering fixed index and variable annuity products. Garden State Investment Advisory Services, LLC serves individuals, high net worth clients, trusts, estates, corporations, and other business entities. The firm’s multi-advisor team provides discretionary and non-discretionary portfolio management, financial planning, and consulting, utilizing a combination of fundamental, technical, and third-party research to implement client strategies.
Gregory G
PFS™, Series 63
Red Bank, NJ
Garden State Investment Advisory Services, LLC
Gregory Gallo is a financial advisor with Garden State Investment Advisory Services, LLC, holding the PFS™ and Series 63 designations and bringing 30 years of industry experience. He has been with Garden State Investment Advisory Services since 2007 and has also worked with Garden State Securities since 2004. Outside of his advisory role, he serves as an officer for the Hoboken Italian Festival and the Howell Township Southern Little League Board of Directors, both nonprofit organizations. Garden State Investment Advisory Services, LLC provides personalized investment advisory services to individuals, high net worth clients, trusts, estates, corporations, and other business entities. The firm’s multi-advisor team offers portfolio management, financial planning, and consulting, using a combination of fundamental, technical, and third-party research to implement client strategies.
Paul S
Series 63, Series 66
Red Bank, NJ
Garden State Investment Advisory Services, LLC
Paul Stawinski is a financial advisor with Garden State Investment Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. His prior roles include positions at Protection Point Advisors, Purshe Kaplan Sterling Investments, Lincoln Financial Advisors, and CLU Wealth Advisors. Outside of his advisory work, he is the captain of a yacht charter. Garden State Investment Advisory Services, LLC provides personalized advisory services to individuals, high net worth clients, trusts, estates, corporations, and other business entities through a multi-advisor team. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, utilizing fundamental, technical, cyclical, and charting analysis alongside third-party research.
Richard G
Series 66
Red Bank, NJ
Garden State Investment Advisory Services, LLC
Richard Going is a Series 66-registered advisor with Garden State Investment Advisory Services, LLC, based in Red Bank, NJ. He has 24 years of industry experience and has been with Garden State Securities, Inc. since 2012. Outside of his advisory work, he serves as an archery coach and is the New Jersey president of the Scholastic 3-D Archery Association (S3DA). Garden State Investment Advisory Services, LLC provides personalized investment advisory services to individuals, high net worth clients, trusts, estates, corporations, and other business entities. The firm’s multi-advisor team offers portfolio management, financial planning, and consulting, utilizing a range of analytical approaches and third-party research.
Joseph P
Series 66
Red Bank, NJ
Garden State Investment Advisory Services, LLC
Joseph Petrillo is a financial advisor at Garden State Investment Advisory Services, LLC with 20 years of industry experience. He holds a Series 66 designation and has been with Garden State Securities since 2010. Outside of his advisory role, he is involved as a shareholder in a fitness club and is a passive owner of a restaurant in Asbury Park, NJ. Garden State Investment Advisory Services provides personalized investment advisory services to individuals, high net worth clients, trusts, estates, corporations, and other business entities. The firm’s multi-advisor team offers portfolio management, financial planning, and consulting, utilizing various analytical approaches and third-party research to implement client strategies.
Timothy M
Series 63, Series 66
Red Bank, NJ
Garden State Investment Advisory Services, LLC
Timothy Mceneny is a financial advisor at Garden State Investment Advisory Services, LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Garden State Securities, Inc. since 2010 and Paulson Investment Company, Inc. since 2002. Outside of his advisory work, he organizes youth sports clinics, camps, and tournaments through a separate business. Garden State Investment Advisory Services, LLC provides personalized investment advisory services to individuals, high net worth clients, trusts, estates, corporations, and other business entities. The firm employs a multi-advisor team offering portfolio management, financial planning, and consulting, utilizing both direct management and third-party sub-advisors.
Gregory C
Series 63, Series 65
Red Bank, NJ
Garden State Investment Advisory Services, LLC
Gregory Calderaro is a financial advisor with Garden State Investment Advisory Services, LLC in Red Bank, NJ, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. His prior work includes roles at Garden State Securities, Inc., Private Advisor Group, LLC, and LPL Financial, LLC. Outside of advisory work, he has experience in technology systems analysis and design through Progressive Systems and has served as a notary public. Garden State Investment Advisory Services, LLC offers personalized investment advisory services to individuals, high net worth clients, trusts, estates, corporations, and other business entities. The firm’s multi-advisor team provides discretionary and non-discretionary portfolio management, financial planning, and oversight of third-party portfolio managers using a range of analytical methods and custodial relationships.