Gregory Calderaro
Gregory Calderaro is a registered investment advisor at Garden State Investment Advisory Services, LLC, based in Red Bank, NJ, with 14 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 2,122 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
328 Newman Springs Road, Red Bank, NJ, 07701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Gregory spends nearly all of his time on investment-related activities: as a Registered Investment Advisor DBA with Private Advisor Group, LLC and as a DBA for LPL Business. He also dedicates minimal time to notary public services and technology systems analysis and design.
Employment History
Current Registrations
Garden State Investment Advisory Services, LLC
Garden State Securities, INC.Broker
Previous Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.