AdvisorOS Directory
Claim Profile
GC

Gilbert Alan Cardillo

PECONIC ASSET PLANNING, INC.·RIVERHEAD, New York
Unclaimed Profile
53 LAKE AVENUE, RIVERHEAD, NY 11901CRD# 1110960Firm CRD# 310121
01

About

Gilbert Alan Cardillo is a registered financial advisor based in RIVERHEAD, New York, affiliated with PECONIC ASSET PLANNING, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
PECONIC ASSET PLANNING, INC.
PECONIC ASSET PLANNING
AUM
$41M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at PECONIC ASSET PLANNING, INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1110960
Firm CRD# 310121
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in RIVERHEAD?

Browse all registered financial advisors in RIVERHEAD, New York or claim this profile if it's yours.

Browse RIVERHEAD AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Gilbert Alan Cardillo offer?
Gilbert Alan Cardillo specializes in Investment Management, Fee-Only Advisory. Contact their office in RIVERHEAD, New York for a consultation.
What are Gilbert Alan Cardillo's credentials?
Gilbert Alan Cardillo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gilbert Alan Cardillo located?
Gilbert Alan Cardillo is based in RIVERHEAD, New York, working with PECONIC ASSET PLANNING, INC.. Their office serves clients in the RIVERHEAD metropolitan area and surrounding communities.
How does Gilbert Alan Cardillo charge for services?
Gilbert Alan Cardillo's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PECONIC ASSET PLANNING, INC.?
PECONIC ASSET PLANNING, INC. has approximately 1 employees and manages $41M 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 →
Other advisors in RIVERHEAD
John Joseph Kosinski — EAST END FINANCIAL GROUP, INC.Annmarie Zilnicki — EAST END FINANCIAL GROUP, INC.Joseph John Kosinski — EAST END FINANCIAL GROUP, INC.Jack Francis Kosinski — EAST END FINANCIAL GROUP, INC.Oliver J Daniel — SPRUCE POINT CAPITAL MANAGEMENT, LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile