TrueAdvisor
TrueAdvisor
GG
CFP
GG
CFP

Gregory Giardino

Wealth Enhancement Advisory Services, LLC
18 Years of Experience
Oakland, NJ
View SEC Summary
View SEC Summary

Gregory Giardino is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Oakland, NJ, with 18 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 8 more. Their firm serves 85,001 clients with $120B in assets under management.

Wealth Enhancement Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1019 advisors
Number of Clients
85,001 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$122.2B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable and vary by client complexity, not to exceed 2.00% per year. Sample schedules show rates of 1.50% for portfolios under $1M, 1.25% for $1M to $2M, and 1.00% for over $2M.

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

Location

393 Ramapo Valley Rd, Suite 2, Oakland, NJ, 07436

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Gregory is the secretary of the Greater Pascack Valley Chamber of Commerce and the Director of Marketing & Communications for the Financial Planning Association of New Jersey. These activities require minimal time.

Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
June 2024 - Present · 2 yrs 4 mos
Previous Registrations
Atlas Fiduciary Financial, LLC
October 2022 - June 2024 · 1 yr 8 mos
LPL Financial LLCBroker
July 2020 - October 2022 · 2 yrs 3 mos
Stratos Wealth Partners, LTD
July 2020 - September 2022 · 2 yrs 2 mos
Vanderbilt Securities, LLCBroker
June 2017 - July 2020 · 3 yrs 1 mo
Gitterman Wealth Management, LLC
January 2013 - July 2020 · 7 yrs 6 mos
Triad Advisors, INC.Broker
November 2012 - June 2017 · 4 yrs 7 mos
Metlife Securities INC.
December 2011 - October 2012 · 10 mos
Metlife Securities INC.Broker
June 2008 - October 2012 · 4 yrs 4 mos
State Registrations1 state
NJ
Advisor

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.
More Advisors
More financial advisors in Oakland, NJ →All financial advisors in New Jersey →