firm profile
Garden State Investment Advisory Services, LLC
Overview
Garden State Investment Advisory Services, LLC is an SEC registered investment adviser based in Red Bank, NJ, registered since 2014. It reports $674M in assets under management across 2,456 accounts, with 32 employees. It has 33 investment adviser representatives.
- Reported AUM
- $674M
- Discretionary
- 78%
- Accounts
- 2,456
- Average account
- $274K
- Employees
- 32
- Advisory reps
- 33
- Registered since
- 2014
- Jurisdictions
- 49
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 6
- Louis Lucky Perrotto Chief Executive Officer CRD 3053498
- Kevin John Derosa Member, Owner CRD 2314895
- Raymond Edward Ambrosino Member, Owner CRD 2070784
3 more executive officers, with direct contact details
Advisory reps 3 of 33
- Raymond E Ambrosino Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2070784
- Michael Joseph Azzato Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6148833
- John Turley Banks Registered Rep · Investment Adviser Rep CRD 2260179
30 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 328 Newman Springs Rd
Red Bank, NJ 07701 - County
- Monmouth
- Metro area
- New York-Newark-Jersey City, NY-NJ-PA
- Region
- Northeast
Registrations
- SEC registered
- Registered in 49 jurisdictions
- Website: cluwealthadvisors.com
Every state, with registration dates
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- Lighthouse Financial Advisors, Inc.Red Bank, NJ$1.1B AUM
- Atlas Private Wealth AdvisorsRed Bank, NJ$86M AUM
- Shrewsbury River Capital LPRed Bank, NJ$758M AUM
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