Gina Liburdi

WRIGHT INVESTORS SERVICE

MILFORD, CT 06460

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CRD#: 2903743

Professional summary

Gina Liburdi, who also goes by Gina Liburdi Kryskiewicz, Gina Kryskiewicz, is a registered financial advisor currently at WRIGHT INVESTORS SERVICE INC located in Milford, Connecticut and WRIGHT INVESTORS' SERVICE DISTRIBUTORS, INC. located in Shelton, Connecticut.

Gina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Gina has worked at 2 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gina Liburdi Kryskiewicz | Gina Kryskiewicz

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 Gina Liburdi'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

July 9, 1997 - Present

WRIGHT INVESTORS SERVICE INC

Office #1: 440 Wheelers Farms Road, Milford, CT 06460

RIA

CRD#: 106302

MILFORD, CT

Current

July 27, 2005 - Present

WRIGHT INVESTORS' SERVICE DISTRIBUTORS, INC.

Office #1: 2 Corporate Dr Suite 770, Shelton, CT 06484Office #2: 2 Corporate Drive Suite 770, Shelton, CT 06484

CRD#: 13645

Shelton, 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".

WRIGHT INVESTORS SERVICE INC

CRD#: 106302 / SEC#: 801-51257

RIA

Registered Investment Advisory firm - (2/23/1996 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.

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

IAR

Connecticut
(7/9/1997)

Connecticut
(10/26/2005)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 10/25/2005

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 6/4/1997

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/26/2005

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

WRIGHT INVESTORS SERVICE INC

CRD#: 106302 / SEC#: 801-51257

RIA

Registered Investment Advisory firm - (2/23/1996 Approved)

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Contact information

Main Address

2 Corporate Drive Suite 770, Shelton, CT 06484

Mailing Address

Phone number

(203) 783-4400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

03 17 25 WIS ADV PART 2A (3/17/2025)

Regulatory assets under management

Total Number of Accounts	1,286
AUM (Assets Under Management)	$ 1,237,999,777

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.

Contact information

xxxxx@xxxx.xxx

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Gina Liburdi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gina Liburdi's CRS (Customer Relationship Summary).

Certified licenses

Experience

WRIGHT INVESTORS' SERVICE DISTRIBUTORS, INC.

Primary Firm SEC Registration

WRIGHT INVESTORS SERVICE INC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/25/2005

Series 65

Date: 6/4/1997

SIE

Date: 10/1/2018

Series 6

Date: 7/26/2005

FINRA

Current Firm

WRIGHT INVESTORS SERVICE INC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WRIGHT INVESTORS SERVICE INC

TRUST BUT VERIFY

Contact information

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