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Brennan Guli

LIGHTHOUSE FINANCIAL ADVISORS, INC.·RED BANK, New Jersey
Unclaimed Profile
3 HARDING ROAD, SUITE B, RED BANK, NJ 07701CRD# 5210848Firm CRD# 121496
01

About

Brennan Guli is a registered financial advisor based in RED BANK, New Jersey, affiliated with LIGHTHOUSE FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
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Firm Overview

Firm
LIGHTHOUSE FINANCIAL ADVISORS, INC.
LIGHTHOUSE FINANCIAL ADVISORS, INC.
AUM
$714M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at LIGHTHOUSE FINANCIAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 5210848
Firm CRD# 121496
No disclosures on file
View on FINRA BrokerCheck →

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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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Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)MORRISTOWN (119)
City Guides
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Research
Advisor Fees in New JerseyNational Fee Analysis
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