Samuel
Gaudio

Good Life Advisors, LLC

CRD#4804626
Investment Advisor
in Mars, PA

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About this Advisor

Samuel Gaudio is a financial advisor who works in Mars, Pennsylvania with 8 years of industry experience. Gaudio is an advisor for Good Life Advisors, LLC. Over the course of their career, they have held roles at Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Christopher Rondinelli, South Side Pittsburgh Chamber Of Commerce, Community College Of Allegheny County, Lpl Financial, LLC and Good Life Advisors, LLC. Gaudio has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Pennsylvania. Good Life Advisors, LLC is an advisory firm that has its headquarters in Reading, PA. The company has offices in 49 locations and a total of 129 advisors. It manages $2 billion in assets among its 16,127 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 31 charities and foundations. Of its 16,127 client accounts, just 7% are held by high-net-worth individuals who have more than $1 million in investable assets. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors largely depend on the financial services provided. However, fees charged by Good Life Advisors, LLC can consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

100 Northpointe Circle
Mars, PA 16046

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Good Life Advisors, LLC Brokerage Details

Total Assets Under Management

$2,380,975,431

PA Average: $15,833,994,310
Total Number of Employees

129

PA Average: 41
Total Number of Accounts

16,127

PA Average: 3,342
Average Account Size

$147,639

PA Average: $4,737,880

Investment Advisory Services

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

Samuel Gaudio Work History

Samuel has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Lpl Financial, LLC

2015 - Present (9 years)

Good Life Advisors, LLC

2013 - Present (11 years)

Community College Of Allegheny County

2011 - 2013 (2 years)

Christopher Rondinelli

2011 - 2015 (4 years)

South Side Pittsburgh Chamber Of Commerce

2010 - 2015 (5 years)

Waddell & Reed, Inc

2010 - 2015 (5 years)

Various Insurance Carriers For W & R Insurance Agencies

*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 Samuel Gaudio 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 Good Life Advisors, LLC

Sean Mest
Reading, PA
Kelly Gray
Reading, PA
Jose Rizal Pangilinan
Bridgeville, PA
David Bigger
Reading, PA
Daniel Thornton
Winter Springs, FL
Carlton Jacobson
Plainwell, MI
Erik Steudle
Reading, PA
Christopher Begbie
Reading, PA

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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