Allison L. Gagni
Professional summary
Allison Lauren Gagni, who also goes by Allison L Gagni, Allison Gagni, is a registered financial advisor currently at GAGNI WEALTH MANAGEMENT LLC located in San Antonio, Texas and MARIDEA WEALTH MANAGEMENT located in San Antonio, Texas.
Allison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Allison has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Allison Lauren Gagni's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 25, 2016 - Present
GAGNI WEALTH MANAGEMENT LLC
Office #1: 17806 Ih 10 Ste. 300, San Antonio, TX 78257August 12, 2024 - Present
MARIDEA WEALTH MANAGEMENT
Office #1: 17806 Ih 10 Ste 300, San Antonio, TX 78257January 30, 2015 - July 29, 2015
NYLIFE SECURITIES LLC
Primary Firm SEC Registration
MARIDEA WEALTH MANAGEMENT
CRD#: 325523 / SEC#: 801-129360
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/25/2016)
Exams
Current Firm
MARIDEA WEALTH MANAGEMENT
CRD#: 325523 / SEC#: 801-129360
Contact information
SEC notice filing (15 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,509 |
| AUM (Assets Under Management) | $ 469,226,780 |
Red Flags
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