Gregory
Laudadio

Principal Securities, Inc

CRD#7008920
Investment Advisor
in Wayne, PA

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About this Advisor

Gregory Laudadio is a financial advisor operating out of Wayne, Pennsylvania, who has been in the financial industry for 10 years. Laudadio is currently employed by Principal Securities, Inc. The advisor has gained experience at Principal Life Insurance Company, Principal Securities Incorparated, Rubin Fortunato & Harbison, Studying For Bar Exam, Judicial Watch, Del County Rep Party, Philadelphia Register Of Wills, Preit, Villanova Law School, Gma Elementary School and Financial Advisors Of Delaware Valley. Laudadio maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Pennsylvania. Principal Securities, Inc is a registered investment firm that has its headquarters in Wayne, Pennsylvania. The firm has offices in 350 locations and a total of 1,564 financial advisors. It manages $8 billion in assets under management across its 34,673 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides services to 29 charitable organizations. Of its 34,673 accounts, just 4% are held by high-net-worth investors who have at least $1 million in investable assets. The firm provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fees largely depend on the financial services provided. Fee types charged by Principal Securities, Inc likely are comprised of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

550 E Swedesford Rd Ste 140
Wayne, PA 19087

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$7,610,249,885

PA Average: $9,259,360,772
Total Number of Employees

1,564

PA Average: 166
Total Number of Accounts

34,673

PA Average: 7,189
Average Account Size

$219,486

PA Average: $1,287,990

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Gregory Laudadio Work History

Gregory has 10 years of experience.

2018 - Present (3 years)

Principal Life Insurance Company

2018 - Present (3 years)

Principal Securities Incorparated

2018 - Present (3 years)

Financial Advisors Of Delaware Valley

2017 - 2018 (1 year)

Rubin Fortunato & Harbison

2016 - 2017 (1 year)

Rubin Fortunato & Harbison

2016 - 2016 (< 1 year)

Judicial Watch

2015 - 2017 (2 years)

Studying For Bar Exam

2015 - 2015 (< 1 year)

Del County Rep Party

2015 - 2015 (< 1 year)

Philadelphia Register Of Wills

2015 - 2015 (< 1 year)

Villanova Law School

2014 - 2014 (< 1 year)

Preit

2014 - 2014 (< 1 year)

Gma Elementary School

Disclosures

Gregory Laudadio has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Principal Securities, Inc

Vincent Kotarski
Indianapolis, IN
Paul Kranich
Walnut Creek, CA
Joanna Scates Beachly
Midlothian, VA
William Schumaker
Mequon, WI
Mark Kamerzell
Lincoln, NE
Martha Bone
Tampa, FL
Matthew Stange
Sioux Falls, SD
Conrad Beeler
Lansing, MI

This content was compiled from the SEC and FINRA.

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