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Stephen Vincent Gagliardi

MemberGreenline Wealth Management LLCCRD 6528854

About Stephen Vincent Gagliardi

Stephen Vincent Gagliardi is listed as Member at Greenline Wealth Management LLC in Boca Raton, FL. Form ADV reports a beneficial ownership band of 25-50%. Stephen Vincent Gagliardi is associated with 2 registered advisers.

Reported ownership

Owns 25-50% of Greenline Wealth Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Stephen Vincent Gagliardi work?

Stephen Vincent Gagliardi is listed as Member at Greenline Wealth Management LLC on SEC Form ADV.

How much of Greenline Wealth Management LLC does Stephen Vincent Gagliardi own?

Form ADV reports a beneficial ownership band of 25-50%.

Greenline Wealth Management LLC

TitleMember
Ownership25-50%
Control personYes
Since2018
View Greenline Wealth Management LLC →

Greenline Wealth Management LLC

TitleChief Compliance Officer
Ownership25-50%
Control personYes
Since2026
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