Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Robert G
Series 66
New York, NY
J.P. Morgan Securities
Robert Giuliano is a Financial Advisor working with Merrill Lynch Wealth Management as a Merrill Financial Solutions Advisor. He focuses on understanding clients' priorities to develop strategies that address their short-, mid-, and long-term financial goals. His role includes providing guidance on general investing, retirement planning, and preparing for unexpected financial needs. He also facilitates access to Bank of America specialists for services including banking, credit, home financing, and small business solutions. Robert holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Villanova University. He provides ongoing advice and guidance tailored to clients' evolving needs, addressing their goals, concerns, and questions throughout their financial planning journey.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters