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John N Girgis

Garden State Investment Advisory Services, LLC

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About John N Girgis

John N. Girgis is an Investment Advisor Representative with Garden State Investment Advisory Services, LLC. John Girgis has been working in the financial services industry since 2005. John Girgis is currently registered to offer advisory services in New Jersey and New York and offers services in the following areas: financial planning, portfolio management for businesses, portfolio management for individuals, and educational seminars. Previous employers include SW Financial, WORDEN CAPITAL MANAGEMENT LLC, LEGEND SECURITIES, INC., JOSEPH GUNNAR & CO. LLC, BROOKSTONE SECURITIES, INC., J.P. TURNER & COMPANY, L.L.C. and GUNNALLEN FINANCIAL, INC.

Firm Information

John Girgis is currently registered with Garden State Investment Advisory Services, LLC. Garden State Investment Advisory Services, LLC, headquartered in Red Bank, NJ, is an investment advisory firm that provides financial planning, educational seminars, and portfolio management services for individuals, high-net-worth individuals, and pension plans. The firm manages approximately $445.6 million in assets for 1,904 clients. They also participate in wrap fee programs and offer selection of other advisers.
Garden State Investment Advisory Services, LLC

328 NEWMAN SPRINGS ROAD

RED BANK, NJ 07701

$445.63M

Assets Under Management

Not reported

Total Clients

32

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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John Girgis’s Registration & Firm History

NJ

05/24/2023 - Present

Garden State Investment Advisory Services, LLC (RED BANK NJ)

NY

12/10/2019 - 03/21/2023

SW FINANCIAL (NEW YORK NY)

NY

11/04/2016 - 12/10/2019

WORDEN CAPITAL MANAGEMENT LLC (New York NY)

NY

08/22/2013 - 11/09/2016

LEGEND SECURITIES, INC. (NEW YORK NY)

NY

06/20/2012 - 08/30/2013

JOSEPH GUNNAR & CO. LLC (STATEN ISLAND NY)

NY

10/20/2009 - 06/22/2012

BROOKSTONE SECURITIES, INC. (STATEN ISLAND NY)

NY

08/01/2006 - 11/02/2009

J.P. TURNER & COMPANY, L.L.C. (STATEN ISLAND NY)

NY

08/29/2005 - 08/02/2006

GUNNALLEN FINANCIAL, INC (STATEN ISLAND NY)

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Licenses & Designations

IA

Issued 05/10/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/02/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/27/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for John N Girgis. Review regulatory record here.
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