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Gilbert Alan Cardillo

PECONIC ASSET PLANNING, INC.·RIVERHEAD, New York
SIE, Series 7, Series 24, Series 26, Series 63, Series 65, Series 79TO5 years registeredPECONIC ASSET PLANNING, INC.
53 LAKE AVENUE, RIVERHEAD, NY 11901CRD# 1110960Firm CRD# 310121

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gilbert Alan Cardillo · RIVERHEAD, NY
Registration
CRD #1110960 · PECONIC ASSET PLANNING, INC. · 5 years registered
Brand Profile
Not yet started
01

Career History

PECONIC ASSET PLANNING
Nov 2020 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 26
Series 63
Series 65
Series 79TO
Registration record
First registered · November 3, 2020
Years registered · 5
03

Disclosure History

2008Regulatory·Final
2003Regulatory·Final
2001Customer Dispute·Denied

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
PECONIC ASSET PLANNING, INC.
CRD 310121 · SEC 801-123475
AUM
$41M
Regulatory assets under management
Employees
1
181 client accounts
Services offered by PECONIC ASSET PLANNING, INC.
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at PECONIC ASSET PLANNING, INC. →
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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.
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