Best Investors Account Sign in

Gregory George Calderaro

Garden State Investment Advisory Services, LLC

Red Bank, NJ

CRD 5943604

Claim This Profile
Employer firm

Garden State Investment Advisory Services, LLC CRD 133088

$674M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Garden State Investment Advisory Services, Llc

328 Newman Springs Road, Red Bank, NJ 07701 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2021-05-19
  • NJ RA
    APPROVED
    Since 2021-05-19

Branch Locations

328 Newman Springs Road, Red Bank, NJ 07701 • 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
Lpl Financial, Llc Colts Neck NJ 12/2014 05/2021
Private Advisor Group, Llc Colts Neck NJ 12/2014 05/2021
Garden State Securities, Inc. Red Bank NJ 05/2021 Present
  • 12/2014 → 05/2021
    Lpl Financial, Llc
    Colts Neck, NJ
  • 12/2014 → 05/2021
    Colts Neck, NJ
  • 05/2021 → Present
    Garden State Securities, Inc.
    Red Bank, NJ
Previous Registrations
Other Businesses

1. 12/19/2014 - Converged Technologies LLC, (DBA Progressive) - Investment Related - Home Based - Started 06/01/1996 - Time Spent 1%. 2. 12/19/2014 - Colts Neck Financial - Investment Related - At Reported Business Location(s) - DBA Only - Started 12/15/14 - Time Spent 90%. 3. 1/27/2015 - Private Advisor Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 01/01/2015 - Time Spent 90%. 4. 2/5/2019 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Notary Public - Started 01/31/2019 - 1 Hours Per Month/0 Hours During Securities Trading - Commission expires 2/1/2021. 5. 6/6/2019 - Progressive Systems - Investment Related - Home Based - Other-Rep's Business - Start Date: 05/15/2019 - 10 Hours Per Month/0 Hours During Securities Trading - Technology systems analysis and design.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-09-12
S63 Uniform Securities Agent State Law Examination 2011-08-19
  • S65 Uniform Investment Adviser Law Examination
    2011-09-12
  • S63 Uniform Securities Agent State Law Examination
    2011-08-19

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Red Bank, NJ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor