Dennis
Gambino

Trg Investment Advisors, LLC

CRD#6793488
Investment Advisor
in West Lebanon, NH

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About this Advisor

Dennis Gambino is a financial advisor based in West Lebanon, New Hampshire, working with Trg Investment Advisors, LLC. Dennis has previously held positions at Morgan Stanley, Computershare, Merrill Lynch, Pierce, Fenner & Smith Inc, and Trg Investment Advisors, LLC. Dennis has passed the Series 66 regulatory exam and is registered to provide services in New Hampshire. Currently, Dennis is part of Trg Investment Advisors, LLC, which operates out of West Lebanon, New Hampshire. The firm has 1 office and 6 employees. The firm manages assets totaling $913.0 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Trg Investment Advisors, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1 Oak Ridge Roadbuilding #2
West Lebanon, NH 03784

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Trg Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$912,966,295

NH Average: $4,257,716,217
Total Number of Employees

6

NH Average: 30
Total Number of Accounts

519

NH Average: 868
Average Account Size

$1,759,087

NH Average: $4,905,203

Investment Advisory Services

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

Dennis Gambino Work History

2023 - Present (2 years)

Trg Investment Advisors, LLC

2022 - 2023 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - 2022 (5 years)

Morgan Stanley

2013 - 2017 (4 years)

Computershare

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Disclosures

Please visit the SEC profile of Dennis Gambino 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 Trg Investment Advisors, LLC

Dennis Gambino
West Lebanon, NH
Steven Burnett
Brattleboro, VT
Allisyn Lambert
Brattleboro, VT
Michael Mandracchia
Brattleboro, VT
Tracey John
Brattleboro, VT
Benjamin Taggard
Brattleboro, VT

The content in this profile was updated by SmartAsset on 6/19/2024. 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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