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Lucian Robert Gagliola

Grove Point Investments, LLC

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About Lucian Robert Gagliola

Lucian Gaggiola is a financial advisor with over 40 years of experience in the industry. Currently, Lucian is registered with Grove Point Investments, LLC in Ansonia, CT and is licensed to sell securities in Connecticut, Florida, and New York. Lucian has a strong background in investment company products/variable contracts, as evidenced by his Series 26, 6TO, and SIE licenses. Lucian's focus is on providing personalized financial guidance to his clients.

Firm Information

Lucian Gagliola is currently registered with Grove Point Investments, LLC. Grove Point Investments, LLC is a Limited Liability Company formed on April 1, 2021, and registered in all 50 states and the District of Columbia. The firm has been the subject of 17 regulatory events and 3 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

81

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.

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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Lucian Gagliola’s Registration & Firm History

CT

11/18/2003 - Present

Grove Point Investments, LLC (Ansonia CT)

IN

07/08/2000 - 11/24/2003

JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)

NH

06/02/1989 - 07/08/2000

POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)

NA

06/29/1988 - 06/09/1989

J. T. MORAN & CO., INC.

NA

10/08/1985 - 07/09/1988

O. R. SECURITIES, INC.

NA

07/06/1983 - 10/08/1985

WZW FINANCIAL SERVICES, INC.

NA

06/08/1981 - 07/05/1983

CORNERSTONE FINANCIAL SERVICES, INC.

NA

10/10/1980 - 06/29/1981

AMERICAN GENERAL CAPITAL PLANNING, INC.

NA

04/06/1977 - 11/03/1980

FIRST INVESTORS CORPORATION

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Licenses & Designations

BC

Issued 06/21/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/25/1977

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lucian Robert Gagliola.
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