Sam Matthew Di Giovanni
Advisor at &PARTNERS — Basking Ridge, NJ
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
5 years
Location
Basking Ridge, NJ 07920
&PARTNERS
Enterprise
Sam Di Giovanni is a financial advisor with &PARTNERS and holds a Series 66 designation. He has five years of industry experience and has previously worked at firms including Avantax Planning Partners and Equitable Advisors. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses, offering investment management and financial planning through both discretionary and non-discretionary approaches. The firm employs a range of analysis techniques and third-party strategies, with additional municipal advisory and underwriting capabilities.
Based on &PARTNERS
Based on &PARTNERS
Negotiable fixed fees for financial planning and estate, trust, and family office administration consulting.
Commissions assessed on certain transaction fees in addition to advisory fees.
Hourly consulting fees as agreed with client, billed monthly.
Subscription fees may be charged for services like research reports (e.g., $500/month).
Fee-only: Negotiable fixed fees for advisory services and financial planning as agreed with client.
Basking Ridge, NJ
106 Allen Rd, Suite 206
Basking Ridge NJ 07920
Advisors at this office
8
New Jersey · Texas
5 years of industry experience
&PARTNERS
2026 - Present • 1 year
Nashville, TN
Cetera Planning Partners
2026 - 2026 • 1 year
El Segundo, CA
Cetera Wealth Services, LLC
2025 - 2026 • 1 year
Parsippany, NJ
Cetera
2025 - 2026 • 1 year
Schaumburg, IL
Avantax Planning Partners, Inc.
2021 - 2026 • 5 years
El Segundo, CA
Avantax Insurance Agency and/or Avantax Insurance Services.
2021 - 2025 • 4 years
Parsippany, NJ
Avantax Investment Services, Inc.
2021 - 2025 • 4 years
Dallas, TX
Avantax Advisory Services
2021 - 2025 • 4 years
Dallas, TX
Equitable Advisors, LLC
2020 - 2021 • 1 year
New York, NY
Unemployed
2020 - 2020 • 1 year
Ringoes, NJ
UPS
2018 - 2018 • 1 year
Bound Brook, NJ
Rider University
2016 - 2020 • 4 years
Lawrenceville, NJ
Diamond Nation, LLC
2013 - 2017 • 4 years
Flemington, NJ
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")