Lorenzo P. Gaudioso

GRANITE ISLANDS PRIVATE WEALTH

GUILFORD, CT 06437

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CRD#: 3230878

Professional summary

Lorenzo Pietro Gaudioso, CFP®, who also goes by Larry P Gaudioso, Lawrence Peter Gaudioso, Lawrence Gaudioso, is a registered financial advisor currently at GRANITE ISLANDS PRIVATE WEALTH, LLC located in Guilford, Connecticut and SANCTUARY SECURITIES, INC. located in Guildford, Connecticut.

Lorenzo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Lorenzo has worked at 17 firms and has passed the Series 63, Series 65, Series 6TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Larry P Gaudioso | Lawrence Peter Gaudioso | Lawrence Gaudioso

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. TOWN OF ROXBURY POSITION: Justice of the Peace NATURE: Small business owner-strictly for ceremonies INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/28/2016 ADDRESS: 29 North St, Roxbury CT 06783, United States DESCRIPTION: Owner

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lorenzo Pietro Gaudioso'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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

August 27, 2025 - Present

GRANITE ISLANDS PRIVATE WEALTH, LLC

Office #1: 157 Goose Lane #3, Guilford, CT 06437

RIA

CRD#: 336263

GUILFORD, CT

Current

August 27, 2025 - Present

SANCTUARY SECURITIES, INC.

Office #1: 157 Goose Lake Road Suite 3, Guildford, CT 06437

CRD#: 205

GUILDFORD, CT

Past

July 18, 2024 - September 2, 2025

OSAIC WEALTH, INC.

RIA

CRD#: 23131

ROXBURY, CT

Past

July 18, 2024 - September 2, 2025

OSAIC WEALTH, INC.

CRD#: 23131

ROXBURY, CT

Past

December 3, 2020 - July 5, 2024

CWM, LLC

RIA

CRD#: 155344

Roxbury, CT

Past

December 3, 2020 - December 31, 2022

CETERA WEALTH SERVICES, LLC

CRD#: 13572

MILLDALE, CT

Past

June 26, 2017 - December 3, 2020

OSAIC INSTITUTIONS, INC.

RIA

CRD#: 35371

Woodbury, CT

Past

June 26, 2017 - December 3, 2020

OSAIC INSTITUTIONS, INC.

CRD#: 35371

Woodbury, CT

Past

December 5, 2016 - April 10, 2017

OPPENHEIMER & CO. INC.

RIA

CRD#: 249

STAMFORD, CT

Past

December 5, 2016 - April 10, 2017

OPPENHEIMER & CO. INC.

CRD#: 249

STAMFORD, CT

Past

November 18, 2015 - December 12, 2016

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

MADISON, CT

Past

November 18, 2015 - December 12, 2016

PARK AVENUE SECURITIES LLC

CRD#: 46173

MADISON, CT

Past

October 7, 2015 - October 30, 2015

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

STAMFORD, CT

Past

September 25, 2015 - October 30, 2015

EQUITABLE ADVISORS, LLC

CRD#: 6627

STAMFORD, CT

Past

January 28, 2011 - March 1, 2012

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

STAMFORD, CT

Past

January 28, 2011 - March 1, 2012

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

STAMFORD, CT

Past

June 1, 2009 - February 15, 2011

MORGAN STANLEY

RIA

CRD#: 149777

STAMFORD, CT

Past

June 1, 2009 - February 15, 2011

MORGAN STANLEY

CRD#: 149777

STAMFORD, CT

Past

March 19, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

STAMFORD, CT

Past

March 13, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

STAMFORD, CT

Past

February 14, 2006 - March 13, 2008

ADP BROKER-DEALER, INC.

CRD#: 37693

ROSELAND, NJ

Past

July 29, 2003 - March 17, 2005

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

WESTPORT, CT

Past

July 1, 2003 - March 17, 2005

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

May 12, 2003 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

March 28, 2000 - March 19, 2003

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

CRD#: 21570

SHELTON, CT

Past

December 17, 1999 - February 8, 2000

PEOPLE'S SECURITIES, INC.

CRD#: 13704

BRIDGEPORT, CT

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

California
(8/27/2025)

Connecticut
(8/27/2025)

IAR

Connecticut
(8/27/2025)

Florida
(8/27/2025)

Massachusetts
(8/29/2025)

New York
(8/27/2025)

Pennsylvania
(8/27/2025)

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: 1/9/2017

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 6/2/2003

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/8/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/16/1999

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

GRANITE ISLANDS PRIVATE WEALTH, LLC

GRANITE ISLAND PRIVATE WEALTH, LLC | GRANITE ISLANDS PRIVATE WEALTH, LLC

CRD#: 336263 / SEC#: 801-134124

RIA

Registered Investment Advisory firm - (8/8/2025 120-Day Approval)

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Contact information

Main Address

157 Goose Lane #3, Guilford, CT 06437

Mailing Address

Phone number

(203) 889-3899

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A DISCLOSURE BROCHURE - GRANITE ISLANDS PRIVATE WEALTH, LLC (8/27/2025)

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.

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Lorenzo P. Gaudioso

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lorenzo Pietro Gaudioso's CRS (Customer Relationship Summary).

Certified licenses

Experience

SANCTUARY SECURITIES, INC.

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

CWM, LLC

CETERA WEALTH SERVICES, LLC

OSAIC INSTITUTIONS, INC.

OSAIC INSTITUTIONS, INC.

OPPENHEIMER & CO. INC.

OPPENHEIMER & CO. INC.

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

ADP BROKER-DEALER, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

PRUDENTIAL EQUITY GROUP, LLC

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

PEOPLE'S SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 1/9/2017

Series 65

Date: 6/2/2003

Series 6TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 5/8/2003

Series 6

Date: 12/16/1999

FINRA

Current Firm

GRANITE ISLANDS PRIVATE WEALTH, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

GRANITE ISLANDS PRIVATE WEALTH, LLC

TRUST BUT VERIFY

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