Claim Profile
Unclaimed Profile
LP

Louis Lucky Perrotto

GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC·RED BANK, New Jersey
SIE, Series 7, Series 24, Series 55, Series 57TO, Series 63, Series 79TO, Series 99TOClean recordGARDEN STATE INVESTMENT ADVISORY SERVICES, LLC
328 NEWMAN SPRINGS ROAD, RED BANK, NJ 07701CRD# 3053498Firm CRD# 133088

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Louis Lucky Perrotto · RED BANK, NJ
Registration
CRD #3053498 · GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 55
Series 57TO
Series 63
Series 79TO
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC
CRD 133088 · SEC 801-79500
AUM
$446M
Regulatory assets under management
Employees
27
1,904 client accounts
Services offered by GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

Speak with Louis

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Louis is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in RED BANK?

Browse all registered financial advisors in RED BANK, New Jersey or claim this profile if it's yours.

04

Frequently Asked Questions

What services does Louis Lucky Perrotto offer?
Louis Lucky Perrotto specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RED BANK, New Jersey for a consultation.
What are Louis Lucky Perrotto's credentials?
Louis Lucky Perrotto is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Louis Lucky Perrotto located?
Louis Lucky Perrotto is based in RED BANK, New Jersey, working with GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC. Their office serves clients in the RED BANK metropolitan area and surrounding communities.
How does Louis Lucky Perrotto charge for services?
Louis Lucky Perrotto'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 GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC?
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC has approximately 27 employees and manages $446M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →