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Joseph Anthony Petrillo

Garden State Investment Advisory Services, LLC

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About Joseph Anthony Petrillo

Joseph Anthony Petrillo is an investment advisor representative at Garden State Investment Advisory Services, LLC. Joseph has been in the industry since December 19, 2005. Joseph is registered to provide investment advisory services in California, Delaware, New Jersey, Colorado, Florida, Idaho, New York, North Carolina, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas and Utah. Joseph also holds the Series 66, Series 7 and SIE securities licenses.

Firm Information

Joseph Petrillo 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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Joseph Petrillo’s Registration & Firm History

NJ

06/24/2010 - Present

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

NJ

11/18/2005 - 05/20/2010

AXA ADVISORS, LLC (WOODBRIDGE NJ)

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Licenses & Designations

BOTH

Issued 12/08/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/03/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Joseph Anthony Petrillo. Review regulatory record here.
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