Michael
Azzato

Garden State Investment Advisory Services, LLC

CRD#6148833
Investment Advisor
in Red Bank, NJ

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About this Advisor

Michael Azzato is a financial advisor who works out of Red Bank, New Jersey, who has been in the industry for 11 years. Azzato is on the advisory team at Garden State Investment Advisory Services, LLC. During their career, the advisor has held roles at New Jersey City University, Lizzy & Associates, Cpa, Felician College, New York Red Bulls, New England Securities, Minnesota Life Insurance Company, Securian Financial Services, Inc, Langdon Ford Financial, Inc, Allied Wealth Partners, Allstate Insurance Co and Garden State Securities. Azzato has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in New Jersey. Garden State Investment Advisory Services, LLC is a company headquartered in Red Bank, New Jersey. The investment advisory business has offices in four locations and a total of 27 financial advisors. It handles $189 million in total assets between its 705 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 705 customer accounts, just 1% are held by high-net-worth individuals who have at least $1 million in assets. The firm has a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely depend on the services. However, fees charged by Garden State Investment Advisory Services, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

328 Newman Springs Road
Red Bank, NJ 07701

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Garden State Investment Advisory Services, LLC Brokerage Details

Total Assets Under Management

$189,444,121

NJ Average: $10,121,009,343
Total Number of Employees

27

NJ Average: 92
Total Number of Accounts

705

NJ Average: 6,978
Average Account Size

$268,715

NJ Average: $1,450,417

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Michael Azzato Work History

Michael has 12 years of experience.

2019 - Present (1 year)

Garden State Securities

2016 - 2019 (3 years)

Allstate Insurance Co

2014 - 2016 (2 years)

Allied Wealth Partners

2013 - 2013 (< 1 year)

New England Securities

2013 - 2016 (3 years)

Minnesota Life Insurance Company

2013 - 2013 (< 1 year)

Securian Financial Services, Inc

2013 - 2014 (1 year)

Langdon Ford Financial, Inc

2013 - 2016 (3 years)

Securian Financial Services, Inc

2012 - 2012 (< 1 year)

New Jersey City University

2009 - 2012 (3 years)

Lizzy & Associates, Cpa

2009 - 2011 (2 years)

New York Red Bulls

2008 - 2012 (4 years)

Felician College

Disclosures

Michael Azzato has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Garden State Investment Advisory Services, LLC

Nicholas Magistro
Red Bank, NJ
Donald Madigan
Red Bank, NJ
Steven Trigili
Red Bank, NJ
Richard Going
Red Bank, NJ
Sean Olsen
Red Bank, NJ
Damien Berube
Red Bank, NJ
Brian Heath
Red Bank, NJ
Thomas Matyola
Red Bank, NJ

This content was compiled from the SEC and FINRA.

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