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Gregory Joseph Aroneo

Carapace Financial Advisors LLC

Bedminster, NJ

CRD 5783166

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Employer firm

Carapace Financial Advisors LLC CRD 291404

$92.2M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers
  • SUB-ADVISORY

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

Current Employers
Carapace Financial Advisors Llc

One Pluckemin Way Suite 303, Bedminster, NJ 07921 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-02-06
MA RA APPROVED 2024-03-13
CA RA APPROVED 2023-01-12
NJ RA APPROVED 2018-02-12
  • WA RA
    APPROVED
    Since 2025-02-06
  • MA RA
    APPROVED
    Since 2024-03-13
  • CA RA
    APPROVED
    Since 2023-01-12
  • NJ RA
    APPROVED
    Since 2018-02-12

Branch Locations

One Pluckemin Way Suite 303, Bedminster, NJ 07921 • 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
Financial Northeastern Securities Fairfield NJ 07/2017 08/2021
Jardim, Meisner & Susser, P.C. Florham Park NJ 05/2016 09/2016
Morris Catholic High School Denville NJ 11/2016 03/2017
Ridge High School Basking Ridge NJ 03/2017 05/2017
Carapace Financial Advisors Llc Bedminster NJ 10/2017 Present
  • 07/2017 → 08/2021
    Financial Northeastern Securities
    Fairfield, NJ
  • 05/2016 → 09/2016
    Jardim, Meisner & Susser, P.C.
    Florham Park, NJ
  • 11/2016 → 03/2017
    Morris Catholic High School
    Denville, NJ
  • 03/2017 → 05/2017
    Ridge High School
    Basking Ridge, NJ
  • 10/2017 → Present
    Carapace Financial Advisors Llc
    Bedminster, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-29
S63 Uniform Securities Agent State Law Examination 2014-03-28
  • S66 Uniform Combined State Law Examination
    2017-11-29
  • S63 Uniform Securities Agent State Law Examination
    2014-03-28

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
ROBERT W. BAIRD & CO. INCORPORATED

Nearby Investors

CAMILLO ALFONSO MATTEUCCI
ARMANDO GENARO DIRIENZO
BRADLEY JOHN EICH

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · FLORHAM PARK, NJ
WELLS FARGO CLEARING SERVICES, LLC · FLORHAM PARK, NJ
ROBERT W. BAIRD & CO. INCORPORATED · Florham Park, NJ

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