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GR

Giuseppe Riggi

BEACON GLOBAL ADVISOR NETWORK
Ribera, Agrigento Sicily,
Some features on this profile are disabled
CRD#: 2603255
GR

Professional summary


Giuseppe Riggi, who also goes by Joe Riggi, is a registered financial advisor currently at BEACON GLOBAL ADVISOR NETWORK, LLC .

Giuseppe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Giuseppe has worked at 13 firms and has passed the Series 65, Series 63, Series 66, SIE, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Joe Riggi

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.
1) GR Consulting Goup LLC 2) Construction servives 3)Cash 4) 12/05/2017 5) N/A 6) N/A 7) 1 8)100% 9)N0 10)NA 11)NO Name of Business: Chase Buchanan USA Position Held: U.S. Private Wealth Manager Start Date: 06/2025 Description of Duties: Giuseppe provides wealth management and financial advisory services to expatriates and U.S.-connected individuals. His responsibilities include investment planning, retirement strategies, and cross-border financial advice. Nature of Business: International Wealth Management Time Devoted: Less than 10 hours per week Compensation: Yes Supervised by Firm: No Relationship to Advisory Business: This business is separate and independent from Beacon Global Advisor Network, LLC. The firm does not supervise or endorse any services provided through Chase Buchanan USA. Name of Business: Max Benjiman Partners Position Held: Vice President Start Date: 06/2025 Description of Duties: Giuseppe is involved in real estate capital advisory, focusing on arranging construction and development financing for multifamily, condominium, and transitional assets in the U.S. and internationally. Nature of Business: Real Estate Investment and Capital Advisory Time Devoted: Less than 10 hours per week Compensation: Yes Supervised by Firm: No Relationship to Advisory Business: This business is separate and independent from Beacon Global Advisor Network, LLC. The firm does not supervise or endorse any services provided through Max Benjiman Partners.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Giuseppe Riggi'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

November 7, 2024 - Present

BEACON GLOBAL ADVISOR NETWORK, LLC

RIA
CRD#: 288833
Ribera, Agrigento Sicily,
Past

March 12, 2015 - August 28, 2018

PGIM INVESTMENTS LLC

RIA
CRD#: 105670
NEWARK, NJ
Past

December 11, 2014 - August 28, 2018

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

BD
CRD#: 18353
NEWARK, NJ
Past

March 1, 2013 - December 9, 2014

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
BOCA RATON, FL
Past

March 1, 2013 - December 9, 2014

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
BOCA RATON, FL
Past

September 3, 2009 - March 5, 2013

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
FORT LAUDERDALE, FL
Past

August 28, 2009 - March 5, 2013

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
FORT LAUDERDALE, FL
Past

May 26, 2009 - August 25, 2009

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
BOCA RATON, FL
Past

May 1, 2009 - August 25, 2009

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
BOCA RATON, FL
Past

March 23, 2009 - April 6, 2009

DAVID LERNER ASSOCIATES, INC.

BD
CRD#: 5397
CORAL SPRINGS, FL
Past

January 17, 2007 - July 9, 2008

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
DELRAY BEACH, FL
Past

January 12, 2007 - July 9, 2008

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
DELRAY BEACH, FL
Past

August 23, 2004 - July 13, 2005

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
FT.LAUDERDAL, FL
Past

July 8, 2004 - July 13, 2005

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

November 22, 2002 - December 3, 2003

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

November 22, 2002 - December 3, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

January 19, 2000 - December 1, 2000

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

April 22, 1999 - December 9, 1999

BNY MELLON SECURITIES CORPORATION

BD
CRD#: 231
NEW YORK, NY
Past

August 21, 1997 - October 30, 1997

WEST AMERICA SECURITIES CORP

BD
CRD#: 35035
LAS VEGAS, NV
Past

June 21, 1995 - November 19, 1996

STERLING FOSTER & COMPANY, INC.

BD
CRD#: 36052
UNIONDALE, NY

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".
BG
BEACON GLOBAL ADVISOR NETWORK, LLC
ALEXANDER PETER WEALTH MANAGEMENT | WHITEKNIGHT WEALTH US | W1 INVESTMENT GROUP USA | TITAN WEALTH INTERNATIONAL (USA) | TITAN FINANCIAL | THE WEALTH GENESIS | THE ARLO GROUP LIMITED | SKYBOUND WEALTH MANAGEMENT | SILVERHALL GLOBAL WEALTH | RP FINANCIAL GROUP | ROBUSTO ASSET MANAGEMENT | RENASCENCE & PARTNERS LLC | PEREGRINE & BLACK | MWC GROUP | LOADSTONE GROUP, LTD | KMI CONSULTANTS | INVESTMENTS FOR EXPATS | IFS HONG KONG | HOLBORN ASSETS, LTD | HEADWAY WEALTH | HARRISON BROOK | FORTEM ADVISORS | DEVERE & PARTNERS SWITZERLAND SA | DELTA FINANCIAL ADVISORS, INC. | CREDENCE INTERNATIONAL FINANCIAL CONSULTANCY LLC | COMBINED GLOBAL INVESTORS | CI ASSOCIATES | CHASE BUCHANAN | CARRICK WEALTH MANAGEMENT | CARRICK INVESTMENT SERVICES | CAMERON JAMES USA | BRIDGE WEALTH MANAGEMENT | BLACKPOINT CAPITAL PARTNERS | BEACON GLOBAL ADVISORS | BEACON GLOBAL ADVISOR NETWORK, LLC | AUSTEN MORRIS ASSOCIATES USA | ARLO GROUP | AMERITY FINANCIAL

CRD#: 288833 / SEC#: 801-110724

RIA
Registered Investment Advisory firm - (7/6/2017 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
Florida
(11/7/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 2/7/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
State Security Law Exam
RR
IAR
Series 66
Date: 8/18/2004
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 11/1/2004
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


BG
BEACON GLOBAL ADVISOR NETWORK, LLC
ALEXANDER PETER WEALTH MANAGEMENT | WHITEKNIGHT WEALTH US | W1 INVESTMENT GROUP USA | TITAN WEALTH INTERNATIONAL (USA) | TITAN FINANCIAL | THE WEALTH GENESIS | THE ARLO GROUP LIMITED | SKYBOUND WEALTH MANAGEMENT | SILVERHALL GLOBAL WEALTH | RP FINANCIAL GROUP | ROBUSTO ASSET MANAGEMENT | RENASCENCE & PARTNERS LLC | PEREGRINE & BLACK | MWC GROUP | LOADSTONE GROUP, LTD | KMI CONSULTANTS | INVESTMENTS FOR EXPATS | IFS HONG KONG | HOLBORN ASSETS, LTD | HEADWAY WEALTH | HARRISON BROOK | FORTEM ADVISORS | DEVERE & PARTNERS SWITZERLAND SA | DELTA FINANCIAL ADVISORS, INC. | CREDENCE INTERNATIONAL FINANCIAL CONSULTANCY LLC | COMBINED GLOBAL INVESTORS | CI ASSOCIATES | CHASE BUCHANAN | CARRICK WEALTH MANAGEMENT | CARRICK INVESTMENT SERVICES | CAMERON JAMES USA | BRIDGE WEALTH MANAGEMENT | BLACKPOINT CAPITAL PARTNERS | BEACON GLOBAL ADVISORS | BEACON GLOBAL ADVISOR NETWORK, LLC | AUSTEN MORRIS ASSOCIATES USA | ARLO GROUP | AMERITY FINANCIAL

CRD#: 288833 / SEC#: 801-110724

RIA
Registered Investment Advisory firm - (7/6/2017 Approved)
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Contact information


Main Address
One Glenlake Parkway Suite 650, Atlanta, GA 30328
Mailing Address
Phone number
(888) 679-6474
Established
Firm type
Fiscal year end
# of Employees
53

SEC notice filing (22 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2 DECEMBER 31 2024 (5/1/2025)

Regulatory assets under management


Total Number of Accounts1,089
AUM (Assets Under Management)$ 396,867,180

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


BEACON GLOBAL ADVISOR NETWORK, LLC

CRD#: 288833Ribera, Agrigento Sicily

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