Stephen Paul Giordano

Employer firm

Woodmont Wealth Management, LLC` CRD 341740

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 06/2016 → 09/2025
  Avantax Investment Services, Inc.
  Huntingdon Valley, PA
• 06/2016 → 09/2025
  Avantax Advisory Services
  Huntingdon Valley, PA
• 06/2016 → 09/2025
  Avantax Insurance Agency, Llc
  Huntingdon Valley, TX
• 09/2025 → 03/2026
  Cetera Wealth Services, Llc
  Huntingdon Valley, PA
• 09/2025 → 03/2026
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 08/2021 → Present
  Ianna, Llc
  Huntingdon Valley, PA
• 03/2026 → Present
  Woodmont Wealth Management, Llc
  Huntingdon Valley, PA
• 04/2026 → Present
  Woodmont Wealth Management, Llc
  Huntingdon Valley, PA

Previous Registrations

• 2025-09-05 → 2026-03-15
  Cetera Investment Advisers Llc
  Huntingdon Valley, PA
• 2016-06-22 → 2025-09-05
  Avantax Advisory Services
  Huntingdon Valley, PA
  Dallas, TX
  Huntingdon Valley, PA
• 2015-12-03 → 2016-06-10
  Questar Asset Management, Inc.
  Huntingdon Valley, PA
  Minneapolis, MN
• 2002-11-20 → 2003-07-09
  Charles Schwab & Co., Inc.
  Moorestown, NJ

Other Businesses

1) IANNA, LLC dba American Ink POSITION: owner NATURE: Printing items such as business cards, sweatshirts, business signs. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 08/2021 ADDRESS: Huntingdon Valley, PA DESCRIPTION: Oversee printing orders, do artwork, coordinate with clients and order supplies/materials.

Exams

• S66 Uniform Combined State Law Examination
  2000-04-26

Other Names

• Giordano Steve