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
| Title | Member |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2018 |
Greenline Wealth Management LLC
| Title | Chief Compliance Officer |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2026 |