Gary Guglielmello
Gary Guglielmello is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Worcester, MA, with 37 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
324 Grove Street, Worcester, MA, 01605
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gary is an independent insurance agent selling fixed insurance products since 2015. He is also a partner and financial advisor at Archstone Financial, where he dedicates full-time hours to sales and service of insurance, securities, and investment products. Gary is also the president of GSG & Associates Financial Planning Inc, an expense management company, spending minimal time on business reporting.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Commonwealth Financial NetworkBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.