Scott
Albraccio

Gsb Wealth Management, LLC

CRD#1666088
Investment Advisor
in East Haven, CT

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About this Advisor

Scott Albraccio is a financial advisor working out of East Haven, Connecticut who has 2 years of relevant experience. Albraccio currently works for Gsb Wealth Management, LLC. Over the course of their career, they have held roles at Cuna Brokerage Services, Inc, Cuna Mutual Insurance Society, Ctma Wealth Management and Gsb Wealth Management, LLC. Albraccio has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Connecticut. Gsb Wealth Management, LLC is an advisory firm that has its headquarters in Guilford, CT. The investment advisory business has offices in two locations and a total of 13 people on staff. It oversees $452 million in assets between its 1,342 customer accounts, placing it among the larger firms in the nation by assets under management. Of its 1,342 accounts, just 12% belong to high-net-worth investors who have at least $1 million in investable assets. Gsb Wealth Management, LLC provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Fees for financial advisory services depend on which service is offered. Fee types charged by Gsb Wealth Management, LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

100 South Shore Drive
East Haven, CT 06512

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Gsb Wealth Management, LLC Brokerage Details

Total Assets Under Management

$451,965,782

CT Average: $5,297,377,271
Total Number of Employees

13

CT Average: 35
Total Number of Accounts

1,342

CT Average: 690
Average Account Size

$336,785

CT Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Scott Albraccio Work History

Scott has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Gsb Wealth Management, LLC

2018 - Present (6 years)

Ctma Wealth Management

1999 - 2018 (19 years)

Cuna Mutual Insurance Society

1992 - 2018 (26 years)

Cuna Brokerage Services, Inc

*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 Scott Albraccio 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

Kenneth Russell
Guilford, CT
Anthony Morgillo
Guilford, CT
Brant Walker
Guilford, CT
Charles Reagle
Guilford, CT
Manish Sharma
Guilford, CT
Colleen Venter
Guilford, CT
Scott Albraccio
East Haven, CT
John Burzenski
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.

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