Anita M. Giglio

HARDY REED

Tupelo, MS 38804

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CRD#: 2078497

Professional summary

Anita Marie Giglio, who also goes by Anita M Giglio, is a registered financial advisor currently at HARDY REED, LLC located in Tupelo, Mississippi.

Anita is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Anita has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Anita M Giglio

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anita Marie Giglio's CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 23, 2019 - Present

HARDY REED, LLC

Office #1: 101 S. Front Street, Tupelo, MS 38804

RIA

CRD#: 141024

Tupelo, MS

Past

September 18, 1997 - August 25, 2006

J.J.B. HILLIARD, W.L. LYONS, LLC

CRD#: 453

TUPELO, MS

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".

HARDY REED, LLC

CRD#: 141024 / SEC#: 801-66976

RIA

Registered Investment Advisory firm - (7/5/2006 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.

Highlighted states indicate IAR registrations

IAR

Mississippi
(3/23/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/23/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/3/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/22/1997

General Securities Representative Examination

Current Firm

HARDY REED, LLC

CRD#: 141024 / SEC#: 801-66976

RIA

Registered Investment Advisory firm - (7/5/2006 Approved)

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Contact information

Main Address

101 S. Front Street, Tupelo, MS 38804

Mailing Address

P.o. Box 437, Tupelo, MS 38802-0437

Phone number

(662) 823-4722

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HARDY REED FORM ADV PART 2A BROCHURE (3/7/2025)

Regulatory assets under management

Total Number of Accounts	365
AUM (Assets Under Management)	$ 2,357,448,960

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Anita M. Giglio

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anita Marie Giglio's CRS (Customer Relationship Summary).

Certified licenses

Experience

HARDY REED, LLC

J.J.B. HILLIARD, W.L. LYONS, LLC

Primary Firm SEC Registration

HARDY REED, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/23/2019

Series 63

Date: 10/3/1997

Series 7

Date: 8/22/1997

Current Firm

HARDY REED, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HARDY REED, LLC

TRUST BUT VERIFY

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