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Current Employers
Wealth Enhancement Advisory Services, Llc

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-06-20
  • NJ RA
    APPROVED
    Since 2024-06-20

Branch Locations

393 Ramapo Valley Rd Suite 2, Oakland, NJ 07436 • United States

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Triad Advisors Inc Norcross GA 11/2012 06/2017
Gitterman Wealth Management, Llc Iselin NJ 08/2014 07/2020
Vanderbilt Securities, Llc Woodbury NY 06/2017 07/2020
Lpl Financial Llc Tarrytown NY 07/2020 09/2022
Stratos Wealth Partners, Ltd Tarrytown NY 07/2020 09/2022
Atlas Fiduciary Financial Oakland NJ 09/2022 06/2024
Wealth Enhancement Group Oakland NJ 06/2024 Present
Wealth Enhancement Advisory Services Oakland NJ 06/2024 Present
  • 11/2012 → 06/2017
    Triad Advisors Inc
    Norcross, GA
  • 08/2014 → 07/2020
    Gitterman Wealth Management, Llc
    Iselin, NJ
  • 06/2017 → 07/2020
    Vanderbilt Securities, Llc
    Woodbury, NY
  • 07/2020 → 09/2022
    Lpl Financial Llc
    Tarrytown, NY
  • 07/2020 → 09/2022
    Tarrytown, NY
  • 09/2022 → 06/2024
    Atlas Fiduciary Financial
    Oakland, NJ
  • 06/2024 → Present
    Wealth Enhancement Group
    Oakland, NJ
  • 06/2024 → Present
    Wealth Enhancement Advisory Services
    Oakland, NJ
Previous Registrations
  • 2022-10-04 → 2024-06-18
    Atlas Fiduciary Financial, Llc
    Oakland, NJ
    Sarasota, FL
  • 2020-07-24 → 2022-09-30
    Tarrytown, NY
  • 2013-01-03 → 2020-07-24
    Gitterman Wealth Management, Llc
    Edison, NJ
  • 2011-12-06 → 2012-10-30
    Msi Financial Services, Inc.
    Short Hills, NJ
    Fairfield, NJ
Other Businesses

1.) GREATER PASCACK VALLEY CHAMBER OF COMMERCE - NON INVESTMENT RELATED - SECRETARY - START DATE: 2/01/2025 - 1-2 HOURS/MONTH, 0 HOURS DURING TRADING HOURS. 2.) FINANCIAL PLANNING ASSOCIATION OF NEW JERSEY - NON INVESTMENT RELATED - WESTWOOD, NJ - DIRECTOR OF MARKETING & COMMUNICATIONS - START DATE: 03/27/2025 - 2-3 HOURS/MONTH, 1-2 HOURS DURING TRADING HOURS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-07-20
S65 Uniform Investment Adviser Law Examination 2011-11-04
  • S63 Uniform Securities Agent State Law Examination
    2016-07-20
  • S65 Uniform Investment Adviser Law Examination
    2011-11-04
Designations
Other Names
  • Greg Giardino
  • Gregory Giardino
  • Gregory Thomas Giardino

View on SEC IAPD

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