Justin Gaudino

Employer firm

Arborstone Financial, LLC CRD 338225

$476M regulatory AUM

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 02/2020
  Mfs Fund Distributors, Inc.
  Boston, MA
• 01/2021 → 02/2024
  Mayflower Financial Advisors, Llc
  Boston, MA
• 02/2024 → 01/2026
  Amerirprise Financial Services, Llc
  Andover, MA
• 02/2020 → 10/2020
  Wells Fargo Advisors Financial Network, Llc
  Boston, MA
• 10/2020 → 02/2024
  Private Client Services, Llc
  Boston, MA
• 01/2026 → Present
  Arborstone Financial, Llc
  Andover, MA

Previous Registrations

• 2024-03-12 → 2026-01-12
  Ameriprise Financial Services, Llc
  Andover, MA
  North Andover, MA
• 2021-01-04 → 2024-02-09
  Mayflower Advisors
  Boston, MA
• 2020-02-10 → 2020-10-23
  Wells Fargo Advisors Financial Network, Llc
  Boston, MA

Other Businesses

1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-01
• S63 Uniform Securities Agent State Law Examination
  2015-11-23

Designations

• Certified Financial Planner

Other Names

• Justin Robert Gaudino
• Justin Gaudino