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George Robert Gagliardi

Astoria Portfolio Advisors LLC

Lexington, MA

New York, NY

CRD 5720367

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Employer firm

Astoria Portfolio Advisors LLC CRD 288271

$978M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Educational seminars

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

Current Employers
Astoria Portfolio Advisors Llc

500 7Th Avenue 9Th Floor, New York, NY 10018 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-10-17
  • MA RA
    APPROVED
    Since 2024-10-17

Branch Locations

Lexington, MA • United States

500 7Th Avenue 9Th Floor, New York, NY 10018 • 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
Trust Advisory Group Ltd Reading MA 02/2010 09/2024
Astoria Portfolio Advisors Llc New York NY 10/2024 Present
Astoria Portfolio Advisors Llc Lexington MA 10/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-10-07
  • S65 Uniform Investment Adviser Law Examination
    2009-10-07
Designations
  • Certified Financial Planner

View on SEC IAPD

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