Gilbert Cardillo (CRD# 1110960) is an Investment Advisor Representative working at Peconic Asset Planning in Riverhead, NY and has over 39 years of experience in the finance industry.
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
CRD# 2637653
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Financial Group | Riverhead, NY | Oct 2020 - Current | 3 |
| Peconic Asset Planning, Inc. | Riverhead, NY | Sep 2020 - Current | 3 |
| Securities America, Inc. | Riverhead, NY | Jul 2020 - Oct 2020 | < 1 |
| Securities America Advisors | Riverhead, NY | Jul 2020 - Oct 2020 | < 1 |
| Investacorp | Miami Lakes, FL | Apr 2002 - Jul 2020 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1984 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NY
- TX
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Total Assets Under Management41MILLIONS
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Total Number of Accounts181ACCOUNTS
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Average Account Value$224,249
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
NH, NY, TX
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