Jeffrey
Giantonio
Smith Brothers Financial, LLC
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About this Advisor
Jeffrey Giantonio is a financial advisor working out of Glastonbury, Connecticut who has 1 year of industry experience. Giantonio is an employee of Smith Brothers Financial, LLC. Over the course of their career, they have held roles at Merrill Lynch, Bank Of America, Na, Nfp Advisor Services, LLC, Ridgeline Financial Partners, Beirne Wealth Consulting Services, LLC, Smith Brothers Insurance, LLC, Woodbury Financial Services, Inc and Lpl Financial, LLC. Giantonio holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Connecticut. Smith Brothers Financial, LLC is a firm headquartered in Glastonbury, CT. It oversees $498 million in assets under management among its 236 customer accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 236 customer accounts, just 11% belong to high-net-worth investors who have greater than $1 million in investable assets. The advisory firm offers a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules depend on which service is provided. However, fees billed by Smith Brothers Financial, LLC likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Smith Brothers Financial, LLC Brokerage Details
$498,001,650
7
236
$2,110,176
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jeffrey Giantonio Work History
Jeffrey has been registered as a financial advisor for 1 years.*
Smith Brothers Insurance, LLC
Lpl Financial, LLC
Woodbury Financial Services, Inc
Beirne Wealth Consulting Services, LLC
Nfp Advisor Services, LLC
Ridgeline Financial Partners
Merrill Lynch
Bank Of America,Na
*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 Jeffrey Giantonio 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 Smith Brothers Financial, LLC
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
Glastonbury, CT
Glastonbury, 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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