GD
Gary J. Delorenzo
KESTRA ADVISORY SERVICES
Huntington, NY 11743
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CRD#: 1065478
GD
Professional summary
Gary Joseph Delorenzo, CFP®, who also goes by Gary Delorenzo, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Huntington, New York and KESTRA INVESTMENT SERVICES, LLC located in Huntington, New York.
Gary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. Gary has worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 22 and Series 6 exams.
Question & Answer
What are your service offerings?
Education Planning
Estate Planning
Tax Planning
Investment Planning
Employee and Employer Plan Ben...
Retirement Planning
Business Succession Planning
Comprehensive Financial Planni...
Elder Care
Insurance Planning
Are you a "fiduciary"?
Yes
Aliases
Gary Delorenzo
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/09/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: DELORENZO FINANCIAL GROUP LLC POSITION: Financial Advisor/owner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 33 START DATE: 12/09/2024 ADDRESS: 775 Park Ave, Suite 235, Huntington NY 11743, United States DESCRIPTION: Executive and sales Name: CLEAR HORIZON GROUP LTD POSITION: President NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 12/09/2024 ADDRESS: 775 Park Ave, Suite 235, Huntington NY 11743, United States DESCRIPTION: executive Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/09/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: GARY DELORENZO & ASSOCIATES LLC POSITION: owner NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/21/2003 ADDRESS: 775 Park Ave, Suite 235, Huntington NY 11743, United States DESCRIPTION: exec Name: DELORENZO FINANCIAL GROUP LLC POSITION: Financial Advisor/owner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 33 START DATE: 12/09/2024 ADDRESS: 775 Park Ave, Suite 235, Huntington NY 11743, United States DESCRIPTION: Executive and sales Name: CLEAR HORIZON GROUP LTD POSITION: President NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 12/09/2024 ADDRESS: 775 Park Ave, Suite 235, Huntington NY 11743, United States DESCRIPTION: executive
CRS (Client Relationship Summary) - RIA
Click below to view Gary Joseph Delorenzo's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1987
Experience
Current
December 9, 2024 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 775 Park Ave,suite 235, Huntington, NY 11743RIA
CRD#: 283330
Huntington, NY
Current
December 9, 2024 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 775 Park Ave Suite 235, Huntington, NY 11743BD
CRD#: 42046
Huntington, NY
Past
October 11, 2024 - December 12, 2024
OSAIC WEALTH, INC.
RIA
CRD#: 23131
HUNTINGTON, NY
Past
October 11, 2024 - December 12, 2024
OSAIC WEALTH, INC.
BD
CRD#: 23131
HUNTINGTON, NY
Past
January 13, 2014 - October 11, 2024
AMERICAN PORTFOLIOS ADVISORS, INC
RIA
CRD#: 112697
HOLBROOK, NY
Past
January 2, 2014 - October 11, 2024
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
BD
CRD#: 18487
HUNTINGTON, NY
Past
April 3, 2006 - December 12, 2013
NORTH RIDGE SECURITIES CORP.
BD
CRD#: 27098
HUNTINGTON, NY
Past
June 18, 2004 - April 4, 2006
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
MELVILLE, NY
Past
November 18, 1982 - June 1, 2004
WS GRIFFITH SECURITIES, INC.
BD
CRD#: 10410
HARTFORD, CT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(12/9/2024)
RR
Connecticut(12/9/2024)
RR
Delaware(5/13/2025)
RR
Florida(12/9/2024)
RR
Georgia(12/9/2024)
RR
Idaho(12/9/2024)
RR
Massachusetts(12/9/2024)
RR
New Hampshire(12/9/2024)
RR
New Jersey(12/9/2024)
RR
New York(12/9/2024)
IAR
New York(12/9/2024)
RR
North Carolina(12/13/2024)
RR
Ohio(12/9/2024)
RR
Pennsylvania(12/9/2024)
RR
South Carolina(12/9/2024)
RR
Tennessee(12/9/2024)
RR
Texas(12/9/2024)
IAR
Texas(12/9/2024)
RR
Virgin Islands(12/9/2024)
RR
Virginia(3/27/2025)
RR
Wisconsin(12/9/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
