Gregory
Guidone
East Guilford Financial Services LLC
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About this Advisor
Gregory Guidone is a certified financial planner operating out of Madison, Connecticut with 2 years of industry experience. Guidone currently works for East Guilford Financial Services LLC. Over the course of their career, they have held roles at Bannon, Ohanesian & Lecours, Inc, East Guilford Financial Services and East Guilford Financial Services LLC. Guidone has a Series 63 license, certifying them as a securities representative, and is approved to work in Connecticut, Massachusetts, New Hampshire, New York, Rhode Island and Texas. East Guilford Financial Services LLC is a registered investment firm that has its headquarters in Madison, CT. It controls $144 million in assets among its 710 customer accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 710 customer accounts, just 14% are held by high-net-worth investors who have greater than $1 million in investable assets. The advisory firm provides a few services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules largely are based on which services the firm provides the client. Fee types billed by East Guilford Financial Services LLC likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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East Guilford Financial Services LLC Brokerage Details
$143,611,866
1
710
$202,270
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Gregory Guidone Work History
Gregory has been registered as a financial advisor for 2 years.*
East Guilford Financial Services LLC
Bannon, Ohanesian & Lecours, Inc
East Guilford Financial Services
*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 Gregory Guidone 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 East Guilford Financial Services LLC
Madison, CT
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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.