Gilbert
Cardillo
Peconic Asset Planning
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About this Advisor
Gilbert Cardillo is a financial advisor based in Riverhead, New York, working with Peconic Asset Planning. Gilbert has previously held positions at Securities America, Inc, Securities America Advisors, Independent Financial Group, Peconic Asset Planning, Inc, and Investacorp. Gilbert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York and Texas. Currently, Gilbert is part of Peconic Asset Planning, which operates out of Riverhead, New York. The firm has one employee and manages assets totaling $40.6 million. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Peconic Asset Planning includes asset-based fees.
Certifications and Registrations
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Fee Structure
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Peconic Asset Planning Brokerage Details
$40,589,083
1
181
$224,249
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Gilbert Cardillo Work History
Independent Financial Group
Peconic Asset Planning, Inc
Securities America, Inc
Securities America Advisors
Investacorp
Disclosures
Please visit the SEC profile of Gilbert Cardillo 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 Peconic Asset Planning
Riverhead, NY
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