Philip Giammarino
Philip Giammarino is a registered investment advisor at Ganim Private Wealth, based in Port Jefferson, NY, with 34 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 85 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Location
414 Main St, Suite 302, Port Jefferson, NY, 11777
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 1997Other Business Activities
Philip is involved in several business activities, including back office operations for PMG Capital Management Corp. and Soundview Capital Mgmt Partners Inc., co-ownership and management of rental properties through 1303 Main, LLC, and real estate investment through 7 Claw LLC. He also provides investment advisory services through COASTLINE HOLDINGS GROUP, LLC and works as a Director of Premier Wealth Management for Coastline Wealth Management Russell Giammarino Wealth Management and Kestra Advisory Services LLC, dedicating nearly full-time hours to these roles.
Employment History
Current Registrations
Ganim Private Wealth
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Prudential Securities IncorporatedBroker
Painewebber IncorporatedBroker
State Registrations25 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.