Anthony
Morgillo
Gsb Wealth Management, LLC
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About this Advisor
Anthony Morgillo is a certified financial planner who works in Guilford, Connecticut with 3 years of industry experience. Morgillo currently works for Gsb Wealth Management, LLC. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Gsb Wealth Management, LLC. Morgillo has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Connecticut. Gsb Wealth Management, LLC is a company that has its headquarters in Guilford, CT. The company has offices in two locations and a total of 13 financial advisors. It has $452 million in assets between its 1,342 accounts, making it one of the larger firms in the United States by assets under management. Of its 1,342 client accounts, just 12% belong to high-net-worth individuals who have at least $1 million in investable assets. Gsb Wealth Management, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. A financial advisor's fee schedules usually depend on which services the firm provides the client. Fee types charged by Gsb Wealth Management, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gsb Wealth Management, LLC Brokerage Details
$451,965,782
13
1,342
$336,785
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Anthony Morgillo Work History
Anthony has been registered as a financial advisor for 3 years.*
Gsb Wealth Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anthony Morgillo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Gsb Wealth Management, LLC
Guilford, CT
Guilford, CT
Guilford, CT
Guilford, CT
Guilford, CT
Guilford, CT
East Haven, CT
East Haven, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
