Bennett Gagliano is a registered investment advisor, based in Austin, TX, with 45 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
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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
Bennett is a registered representative with Kestra Investment Services, LLC, focusing on financial planning and retirement plan sales, taking about half his time. He is also the President of Bennett A Gagliano Inc., an insurance company, and a Managing Partner at G&C Pension Services LLC, each taking about a quarter of his time.
Employment History
Current Registrations
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
P & a Financial Securities, INC.Broker
Cadaret, Grant & CO., INC.Broker
Summit Financial Securities, INC.Broker
Guardian Investor Services CorporationBroker
Phoenix Equity Planning CorporationBroker
Metropolitan Life Insurance CompanyBroker
State Registrations4 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.