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Gaetano Magarelli

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CRD#: 2227996
GM

Professional summary

Gaetano Magarelli was suspended by undefined from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Gaetano Magarelli, who also goes by Guy Magarelli, was a registered financial professional .

Gaetano is a previously registered financial professional and started their career in finance in 1992. Gaetano had worked at 9 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Guy Magarelli

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

April 18, 2018 - May 26, 2021

CENTER STREET ADVISORS, INC.

RIA
CRD#: 169329
North Palm Beach, FL
Past

May 12, 2010 - March 6, 2018

NFSG CORPORATION

RIA
CRD#: 130814
BOCA RATON, FL
Past

March 23, 2010 - March 6, 2018

NEWBRIDGE SECURITIES CORPORATION

BD
CRD#: 104065
BOCA RATON, FL
Past

November 15, 2002 - December 2, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
BOCA RATON, FL
Past

April 8, 2002 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

April 8, 2002 - December 2, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
BOCA RATON, FL
Past

July 8, 1999 - September 28, 2001

GLOBAL CAPITAL SECURITIES CORPORATION

BD
CRD#: 16184
ENGLEWOOD, CO
Past

May 3, 1995 - July 2, 1999

JWGENESIS SECURITIES, INC.

BD
CRD#: 33832
BOCA RATON, FL
Past

November 12, 1992 - April 24, 1995

JOSEPH CHARLES & ASSOC., INC.

BD
CRD#: 3949
BOCA RATON, FL
Past

June 12, 1992 - July 29, 1992

J. W. GANT & ASSOCIATES, INC.

BD
CRD#: 7963

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/11/2002
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 4/30/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/6/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/12/1992
General Securities Representative Examination

Current Firm

CS
CENTER STREET ADVISORS, INC.
ARKAGOS ADVISORS + ASSET MANAGEMENT | WRIGHT FINANCIAL GROUP | WILLIAMS FINANCIAL GROUP | WEST ADVISORY GROUP | WEALTH STRATEGIES ADVISORY GROUP | WEALTH PROTECTION ADVISORS, LLC | WEALTH CONCEPTS GROUP | TODDY AND ASSOCIATES | THORNHILL FINANCIAL | THACKER AND ASSOCIATES | TAHOE FINANCIAL PLANNING | SYCAMORE FINANCIAL CORP | STRONG FINANCIAL PARTNERS | SPECKMAN FINANCIAL GROUP | SOUTHERN KENTUCKY ADVISORS | SIGNATURE FINANCIAL SOLUTIONS, LLC | SENIOR GUARDIANS OF AMERICA | ROBERTS TAX & RETIREMENT PLANNING | RETIREMENT WEALTH MANAGEMENT | RETIREMENT FINANCIAL SERVICES | PROGEN FINANCIAL CONSULTING | PRODUCER PROS INSURANCE SERVICES LLC | PRIZM FINANCIAL ADVISORS | PINNACLE WEALTH MANAGEMENT | PATHWAY FINANCIAL MANAGEMENT | NEW HORIZONS FAMILY WEALTH MANAGEMENT | NARISH FINANCIAL SERVICES | MOERDYK FINANCIAL | MICHIGAN RETIREMENT GROUP | MAJORS FINANCIAL GROUP | LIFE BRIDGE FINANCIAL, INC | LEONARD ADVISORY GROUP | LEGACY FINANCIAL GROUP, INC. | LEBLANC FINANCIAL ALLIANCE | KURUVILLA AND ASSOCIATES | KENNEDY WEALTH GROUP | JONTZ NASH ESTATE MANAGEMENT & PLANNING | IRONTREE INVESTMENT MANAGEMENT | INTEGRATED FINANCIAL GROUP | INCOME PROS | HILL AND HILL FINANCIAL | GREENWAY FINANCIAL | GRAY WEALTH MANAGEMENT | GOSHEN PROVIDERS | FINANCIAL DYNAMICS | ELDERCARE FINANCIAL | D. KENT PREWETTE AND ASSOCIATES | D KENT PREWETTE & ASSOCIATES | COSTAL FINANCIAL PLANNING GROUP | CONSULT MILESTONE | CONNER FINANCIAL LLC | CLEAR HARBOR WEALTH MANAGEMENT | CENTER STREET ADVISORS, INC. | BROOKWOOD FINANCIAL | BROOKSTONE FINANCIAL | BERING FINANCIAL | BALES AND ECKEL FINANCIAL GROUP, LLC | AYCOCK WEALTH MANAGEMENT | ASSET PROTECTION STRATEGIES | ASHIRA FINANCIAL LLC

CRD#: 169329 / SEC#: 801-80344

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Contact information

Main Address
2 International Plaza Suite 301, Nashville, TN 37217
Mailing Address
Phone number
(615) 690-3580
Established
Firm type
Fiscal year end
# of Employees
45

Documents

Latest Form ADV

Part 2 Brochures

ADV 2A - 3-31-2023 (3/31/2023)
WRAP FEE BROUCHURE - 3-31-2023 (3/31/2023)

Regulatory assets under management

Total Number of Accounts1,689
AUM (Assets Under Management)$ 336,007,103

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.

Company Information

CENTER STREET ADVISORS, INC.

CRD#: 169329

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