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Joseph Petrillo

Garden State Investment Advisory Services, LLC
20 Years of Experience
Red Bank, NJ
3 DisclosuresBrokerSells Insurance
View SEC Summary
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Joseph Petrillo is a registered investment advisor at Garden State Investment Advisory Services, LLC, based in Red Bank, NJ, with 20 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,531 clients with $670M in assets under management.

Garden State Investment Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
2,531 clients
Average Client Portfolio
$266K average
Assets Under Management
$673.8M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.75%
$1.0M - $2.0M1.50%
$2.0M - $3.0M1.25%
$3M+1.00%

Fees are negotiable and billed monthly in arrears based on the market value of the account on the last business day of the preceding month.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

328 Newman Springs Road, Red Bank, NJ, 07701

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
September 2014
Final
Regulatory
August 2012
Final
Regulatory
January 2012
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Joseph sells life and health insurance since 2005 and operates Petrillo Protection Group, Inc. since 2014. He is also a passive owner of Black Swan Public House restaurant and a shareholder in Presher Fitness, dedicating minimal time to each.

Employment History
Current Registrations
Garden State Investment Advisory Services, LLC
June 2010 - Present · 16 yrs 4 mos
Garden State Securities, INC.Broker
June 2010 - Present · 16 yrs 4 mos
Previous Registrations
AXA Advisors, LLC
December 2005 - May 2010 · 4 yrs 5 mos
AXA Advisors, LLCBroker
November 2005 - May 2010 · 4 yrs 6 mos
State Registrations17 states
CACOCTDEFLHIIDNCNJNYOKPASCTNTXUTVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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