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GM

Giorgio Mugno

CRD#: 5798114
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GM
Giorgio Mugno

Professional summary


Being a previously registered professional could mean that this person 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.

Giorgio Mugno, who also goes by Giorgio T. Mugno, Giorgio T Mugno, was a registered financial professional .

Giorgio is a previously registered financial professional and started their career in finance in 2020. Giorgio had worked at 5 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Giorgio T. Mugno | Giorgio T Mugno

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

June 21, 2024 - July 16, 2025

PONTE VEDRA WEALTH ADVISORS LLC

RIA
CRD#: 329995
PONTE VEDRA BEACH, FL
Past

August 2, 2023 - October 26, 2023

TRUIST ADVISORY SERVICES, INC.

RIA
CRD#: 283390
PONTE VEDRA BEACH, FL
Past

July 31, 2023 - October 26, 2023

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
PONTE VEDRA BEACH, FL
Past

May 3, 2023 - July 11, 2023

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
Jacksonville, FL
Past

November 16, 2022 - July 11, 2023

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
Jacksonville, FL
Past

November 2, 2020 - February 2, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
JACKSONVILLE, FL

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
IAR
Series 65
Date: 5/1/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/2/2020
General Securities Representative Examination
General Industry/Product Exam

Current Firm


PV
PONTE VEDRA WEALTH ADVISORS LLC
PONTE VEDRA WEALTH ADVISORS LLC

CRD#: 329995 / SEC#:

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Contact information


Main Address
102 Fairway Park Blvd Unit 102, Ponte Vedra Beach, FL 32082
Mailing Address
Phone number
(904) 729-0027
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV
0

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


PONTE VEDRA WEALTH ADVISORS LLC

CRD#: 329995

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