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Gregory John Guidone

EAST GUILFORD FINANCIAL SERVICES LLC·MADISON, Connecticut
SIE, Series 6, Series 7, Series 22, Series 24, Series 26, Series 63CFPClean record4 years registeredEAST GUILFORD FINANCIAL SERVICES LLC
145 DURHAM ROAD, MADISON, CT 06443CRD# 1032687Firm CRD# 127481

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory John Guidone · MADISON, CT
Registration
CRD #1032687 · EAST GUILFORD FINANCIAL SERVICES LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

EAST GUILFORD FINANCIAL SERVICES LLC
Nov 2021 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 22
Series 24
Series 26
Series 63
Registration record
First registered · November 18, 2021
Years registered · 4
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
EAST GUILFORD FINANCIAL SERVICES LLC
CRD 127481 · SEC 801-122915
AUM
$155M
Regulatory assets under management
Employees
1
678 client accounts
Services offered by EAST GUILFORD FINANCIAL SERVICES LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at EAST GUILFORD FINANCIAL SERVICES LLC →
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Frequently Asked Questions

What services does Gregory John Guidone offer?
Gregory John Guidone specializes in Financial Planning, Investment Management. Contact their office in MADISON, Connecticut for a consultation.
What are Gregory John Guidone's credentials?
Gregory John Guidone holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Gregory John Guidone located?
Gregory John Guidone is based in MADISON, Connecticut, working with EAST GUILFORD FINANCIAL SERVICES LLC. Their office serves clients in the MADISON metropolitan area and surrounding communities.
How does Gregory John Guidone charge for services?
Gregory John Guidone's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EAST GUILFORD FINANCIAL SERVICES LLC?
EAST GUILFORD FINANCIAL SERVICES LLC has approximately 1 employees and manages $155M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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