Justin R. Gaudino

ARBORSTONE FINANCIAL

ANDOVER, MA 01810

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CRD#: 6537589

Professional summary

Justin Robert Gaudino, CFP®, CIMA®, CPWA®, who also goes by Justin Robert Gaudino, Justin Gaudino, is a registered financial advisor currently at ARBORSTONE FINANCIAL, LLC located in Andover, Massachusetts.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Justin has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Justin Robert Gaudino | Justin Gaudino

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 Justin Robert Gaudino'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: 2019

CIMA^®

Certified Investment Management Analyst

CPWA^®

Certified Private Wealth Advisor

Experience

Current

January 6, 2026 - Present

ARBORSTONE FINANCIAL, LLC

Office #1: 10 New England Business Center Drive Suite 109, Andover, MA 01810

RIA

CRD#: 338225

ANDOVER, MA

Past

March 12, 2024 - January 12, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

ANDOVER, MA

Past

February 13, 2024 - January 12, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

ANDOVER, MA

Past

January 4, 2021 - February 9, 2024

MAYFLOWER ADVISORS

RIA

CRD#: 307857

BOSTON, MA

Past

October 16, 2020 - February 9, 2024

PRIVATE CLIENT SERVICES, LLC

CRD#: 120222

BOSTON, MA

Past

February 10, 2020 - October 23, 2020

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

BOSTON, MA

Past

February 10, 2020 - October 23, 2020

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

BOSTON, MA

Past

November 17, 2015 - February 4, 2020

MFS FUND DISTRIBUTORS, INC.

CRD#: 31052

BOSTON, MA

Past

October 2, 2015 - November 10, 2015

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

ANDOVER, MA

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.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(1/6/2026)

IAR

Texas
(1/6/2026)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/1/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/23/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/2/2015

General Securities Representative Examination

Current Firm

ARBORSTONE FINANCIAL, LLC

CRD#: 338225 / SEC#: 801-134355

RIA

Registered Investment Advisory firm - (1/6/2026 120-Day Approval)

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Contact information

Main Address

10 New England Business Center Drive Suite 109, Andover, MA 01810

Mailing Address

Phone number

(979) 269-6344

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

ARBORSTONE FINANCIAL, LLC DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (1/6/2026)

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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Advisor Monitoring

Firm Stability Insights

Justin R. Gaudino

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Robert Gaudino's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

MAYFLOWER ADVISORS

PRIVATE CLIENT SERVICES, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

MFS FUND DISTRIBUTORS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/1/2024

Series 63

Date: 11/23/2015

SIE

Date: 10/1/2018

Series 7

Date: 10/2/2015

Current Firm

ARBORSTONE FINANCIAL, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

ARBORSTONE FINANCIAL, LLC

TRUST BUT VERIFY

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