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Gary Regan Chiusano

CRD# 2820633·Registered 1996 - 2015
Previously Registered: Being a previously registered professional could mean that Gary is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Gary Regan Chiusano was a registered financial advisor. Gary was a previously registered financial professional and started their career in finance 1996 - 2015. Gary had worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

30 years in the financial services industry

Current & Past Employments

Past

STONEBRIDGE CAPITAL MANAGEMENTPast·CRD# 106341
RIA
Paramus, NJ
February 12, 2008 - March 25, 2015
CADARET, GRANT & CO., INC.Past·CRD# 10641
BD
Paramus, NJ
January 16, 2008 - December 31, 2014
SORRENTO PACIFIC FINANCIAL, LLCPast·CRD# 127787
RIA
Augusta, NJ
November 28, 2005 - January 28, 2008
SORRENTO PACIFIC FINANCIAL, LLCPast·CRD# 127787
BD
Augusta, NJ
November 14, 2005 - January 28, 2008
ICBA FINANCIAL SERVICES CORPORATIONPast·CRD# 35089
RIA
Augusta, NJ
November 6, 2003 - November 14, 2005
ICBA FINANCIAL SERVICES CORPORATIONPast·CRD# 35089
BD
Memphis, TN
May 27, 1997 - November 14, 2005
SUNAMERICA SECURITIES, INC.Past·CRD# 20068
BD
Phoenix, AZ
December 3, 1996 - May 19, 1997

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Current Firm

SC
STONEBRIDGE CAPITAL MANAGEMENT

STONEBRIDGE CAPITAL MANAGEMENT | STONEBRIDGE FINANCIAL INC

CRD#: 106341 / SEC#: 801-40364

Contact Information

Main Address

52 Forest Avenue, Paramus, NJ 07652

Phone Number

(973) 244-9696

# of Employees

3

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

458

AUM (Assets Under Management)

$197,811,480

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jul 2002About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 1997About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Dec 2014About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 1996About the Series 7 exam

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CRS (Client Relationship Summary)

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

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