Port Jefferson Station, NY Office

Team
Updated today

Client AUM

$18,509,516,941

Clients

80,267

Advisors

5

Of 1,910 advisors across 510 offices

Location

1075 Route 112

Port Jefferson Station NY 11776

Advisors at this office

5

Advisors at this office

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John S

Series 63, Series 65, Series 66

Port Jefferson Station, NY

Guardian Life

John Spoleti is a financial advisor with Primerica Advisors and holds Series 63, 65, and 66 licenses. He has 31 years of industry experience, including roles at Guardian Life Insurance and Park Avenue Securities. Outside of his advisory work, he is involved with a firm that sells fixed life insurance products. Park Avenue Securities serves a broad retail client base, offering brokerage and advisory services along with financial and retirement planning. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level services including lending and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Christian A

Series 66

Port Jefferson Station, NY

Guardian Life

Christian Andreoli is a financial advisor at Primerica Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise, Strategies for Wealth, and Guardian Life Insurance Company. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and fee-based advisory services along with financial and retirement-plan consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services such as lending solutions and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Virginia B

Series 63

Port Jefferson Station, NY

Guardian Life

Virginia Bove Grier is a financial advisor with Primerica Advisors and holds a Series 63 designation. She has 10 years of industry experience and has worked primarily with Park Avenue Securities and Guardian Life Insurance. Outside of her advisory role, she serves on the board of the John T. Mather Memorial Hospital Foundation. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a variety of proprietary and third-party investment strategies across multiple platforms.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Nicholas V

Series 63

Port Jefferson Station, NY

Guardian Life

Nicholas Vissichelli is a financial advisor at Guardian Life with 12 years of industry experience. He holds the Series 63 designation and has worked primarily with Park Avenue Securities and Guardian Life Insurance since 2014. Outside of his advisory role, he serves as a board member for the McNamara Charity Golf Outing. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a combination of proprietary and third-party investment advisory programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Nicholas B

Series 66

Port Jefferson Station, NY

Guardian Life

Nicholas Bosio is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and one year of industry experience. His prior roles include positions at The Hanover Insurance Group and the University of Hartford. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of proprietary and third-party investment advisory programs with both discretionary and non-discretionary options.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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