Lorenzo Gaudioso
Lorenzo Gaudioso is a CFP-designated registered investment advisor at Granite Islands Private Wealth, LLC, based in Guilford, CT, with 21 years of industry experience. Lorenzo is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 491 clients with $230M 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 | 1.75% |
Annual management fee ranges up to 1.75% and is assessed quarterly in arrears. Fees can be structured as a fixed flat percentage, a fixed flat dollar amount, or a tiered schedule.
Fee Estimator
Location
157 Goose Lane, #3, Guilford, CT, 06437
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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
Lorenzo sells life, disability, annuities, and long-term care insurance with various companies, dedicating minimal time to this activity. He also serves as 2nd Vice Chair of the Western CT Tourism Board, is a member of the Roxbury Conservation Committee, a Justice of the Peace, a Notary, and a 401(k) Retirement Plan Specialist at Risk Strategies Company, where he spends full-time hours.
Employment History
Current Registrations
Sanctuary Securities, INC.Broker
Granite Islands Private Wealth, LLC
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Cwm, LLC
Cetera Advisor Networks LLCBroker
Infinex Investments, INC.Broker
Infinex Investments, INC.
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Adp Broker-Dealer, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
American Skandia Marketing, INC.Broker
People's Securities, INC.Broker
State Registrations6 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.
Exams
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