Sal Gianfortune
Sal Gianfortune is a registered investment advisor at Truist Advisory Services, INC., based in Merritt Island, FL, with 32 years of industry experience. Sal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124,359 clients with $68B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.
The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.
Location
775 E Merritt Island Cswy, Ste 100, Merritt Island, FL, 32952
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2002Other Business Activities
Sal is a partner in a holding company established to protect his brother's residence, with no personal profit involved. He dedicates minimal time to this activity, primarily ensuring taxes and bills are paid according to his father's instructions.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Truist Investment Services, INC.
Previous Registrations
Suntrust Investment Services, INC.
PNC Investments
PNC InvestmentsBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Bny Investment Center INC.Broker
Citicorp Investment ServicesBroker
Essex National Securities, INC.Broker
Abn Amro Financial Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations29 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.