Unclaimed Profile

Brennan Guli

LIGHTHOUSE FINANCIAL ADVISORS, INC.·RED BANK, New Jersey

Series 7, Series 66Clean record17 years registeredLIGHTHOUSE FINANCIAL ADVISORS, INC.

3 HARDING ROAD, SUITE B, RED BANK, NJ 07701CRD# 5210848Firm CRD# 121496

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brennan Guli · RED BANK, NJ

Registration

CRD #5210848 · LIGHTHOUSE FINANCIAL ADVISORS, INC. · 17 years registered

Brand Profile

Not yet started

Career History

LIGHTHOUSE FINANCIAL ADVISORS, INC.

Jan 2021 – present

LIGHTHOUSE FINANCIAL ADVISORS, INC.

Jun 2013 – Dec 2020

RED BANK, NJ

THE AYCO COMPANY,L.P.

Nov 2008 – Mar 2013

PARIPPANY, NJ

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · November 24, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LIGHTHOUSE FINANCIAL ADVISORS, INC.

CRD 121496 · SEC 801-78290

AUM

$714M

Regulatory assets under management

Employees

2,043 client accounts

Services offered by LIGHTHOUSE FINANCIAL ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LIGHTHOUSE FINANCIAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Brennan Guli offer?

Brennan Guli specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RED BANK, New Jersey for a consultation.

What are Brennan Guli's credentials?

Brennan Guli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brennan Guli located?

Brennan Guli is based in RED BANK, New Jersey, working with LIGHTHOUSE FINANCIAL ADVISORS, INC.. Their office serves clients in the RED BANK metropolitan area and surrounding communities.

How does Brennan Guli charge for services?

Brennan Guli's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LIGHTHOUSE FINANCIAL ADVISORS, INC.?

LIGHTHOUSE FINANCIAL ADVISORS, INC. has approximately 9 employees and manages $714M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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