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Gaetano Anthony Sacco

Fountainhead Advisors

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About Gaetano Anthony Sacco

Gaetano Anthony Sacco is a financial advisor with Fountainhead Advisors in Warren, New Jersey. Gaetano has over 10 years of experience in the financial services industry. He holds a Series 6, Series 7, Series 63 and Series 65 license. Gaetano specializes in financial planning, portfolio management, and pension consulting.

Firm Information

Gaetano Sacco is currently registered with Fountainhead Advisors. Fountainhead Advisors is an investment advisor based in Warren, NJ. They provide financial planning, pension consulting, and portfolio management services to individuals, corporations, and high-net-worth individuals. The firm manages approximately $721.6 million in assets for 2,961 clients.
Fountainhead Advisors

10 INDEPENDENCE BLVD

WARREN, NJ 07059

$721.60M

Assets Under Management

21

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gaetano Sacco’s Registration & Firm History

NJ

07/30/2019 - Present

Fountainhead Advisors (WARREN NJ)

NJ

03/25/2017 - 07/24/2019

MML INVESTORS SERVICES, LLC (Iselin NJ)

NJ

10/08/2010 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (ISELIN NJ)

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Licenses & Designations

IA

Issued 02/16/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/21/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/2018

Series 7 - General Securities Representative Examination

BC

Issued 10/07/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gaetano Anthony Sacco.
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