Raymond Ambrosino
Raymond Ambrosino is a CFP-designated registered investment advisor at Garden State Investment Advisory Services, LLC, based in Red Bank, NJ, with 35 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 2,122 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
328 Newman Springs Road, Red Bank, NJ, 07701
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 1994Other Business ActivitiesSells Insurance
Raymond owns Garden State Insurance Agency, dedicating minimal time to it. He also holds a life and health insurance license, is on the board of directors for the Institute of Business and Finance, and is part owner of Power Pivot Trainer.
Employment History
Current Registrations
Garden State Investment Advisory Services, LLC
Garden State Securities, INC.Broker
Previous Registrations
H.J. Meyers & CO., INC.Broker
Hibbard Brown & CO., INC.Broker
State Registrations20 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.