Giuliano Celle is a registered investment advisor at Certuity, LLC, based in New York, NY, with 18 years of industry experience. Giuliano operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 4 more. Their firm serves 520 clients with $3.3B 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% |
Annual asset-based fees generally range from 0.30% to 1.50% depending on portfolio value, advisor selected, and services rendered. Certain clients have custom billing arrangements.
Fee Estimator
Location
250 Park Ave, Suite 1437, New York, NY, 10177
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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 →Employment History
Current Registrations
Certuity, LLC
Previous Registrations
UBS Securities LLCBroker
UBS Financial Services INC.Broker
J.P. Morgan Securities LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
State Registrations2 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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