Torrey
Giancursio

American Portfolios Advisors, Inc

CRD#5877096
Investment Advisor
in Holbrook, NY

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About this Advisor

Torrey Giancursio is a financial advisor operating out of Holbrook, New York, with a total of 7 years of relevant experience. Giancursio is an advisor for American Portfolios Advisors, Inc. During their career, the advisor has held roles at Nylife Securities LLC, New York Life Insurance Company, Massmutual Life Insurance Company, Mml Investors Services LLC, Financial Architects, Alliance Advisory Group, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, American Portfolios Financial Services, Inc, American Portfolios Advisors, Inc and Novem Group. Giancursio maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in California, Connecticut, Georgia, Michigan, New York, North Carolina, Pennsylvania, South Carolina and Virginia. American Portfolios Advisors, Inc is a financial advisory company headquartered in Holbrook, NY. The investment advisory business has offices in 312 locations and a total of 610 employees. It controls $8 billion in total assets among its 38,533 client accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advice to 82 charities and foundations. Of its 38,533 customer accounts, just 3% are associated with high-net-worth investors who have greater than $1 million in investable assets. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors depend on which services the firm provides the client. Fee types charged by American Portfolios Advisors, Inc most likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4250 Veteran'S Memorial Highway 4Th. Floor, Suite 420E
Holbrook, NY 11741

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American Portfolios Advisors, Inc Brokerage Details

Total Assets Under Management

$8,397,016,000

NY Average: $7,464,549,021
Total Number of Employees

610

NY Average: 88
Total Number of Accounts

38,533

NY Average: 3,892
Average Account Size

$217,918

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Torrey Giancursio Work History

Torrey has been registered as a financial advisor for 7 years.*

2022 - Present (2 years)

Novem Group

2016 - Present (8 years)

American Portfolios Financial Services, Inc

2016 - Present (8 years)

American Portfolios Advisors, Inc

2015 - Present (9 years)

Various Insurance Carriers For W&R Insurance Agencies

2015 - 2015 (< 1 year)

Alliance Advisory Group

2015 - 2016 (1 year)

Waddell & Reed, Inc

2013 - 2015 (2 years)

Massmutual Life Insurance Company

2013 - 2015 (2 years)

Mml Investors Services LLC

2013 - 2015 (2 years)

Financial Architects

2012 - 2013 (1 year)

Nylife Securities LLC

2010 - 2013 (3 years)

New York Life Insurance Company

*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 Torrey Giancursio 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 American Portfolios Advisors, Inc

Michael Egan
Holbrook, NY
Christopher Levi
Holbrook, NY
John Murphy
Holbrook, NY
Kevin Saia
Holbrook, NY
Michael Sleasman
Holbrook, NY
Whitney Merrill
Holbrook, NY
Stacy Pfizenmayer
Holbrook, NY
Michael Sackstein
Holbrook, NY

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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