George Gagliardi
Astoria Portfolio Advisors · Lexington, Massachusetts
George Gagliardi is a fee-only financial advisor at Astoria Portfolio Advisors in Lexington, Massachusetts, who holds the CFP credential. Astoria Portfolio Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Astoria Portfolio Advisors |
|---|---|
| Based in | Lexington, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $977.6M across 1,068 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 5720367 |
| Exams passed | Series 65 (2009) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.astoriaadvisors.com |
How George's firm compares
- Astoria Portfolio Advisors's average account is about $915,000, from its Form ADV (assets managed divided by 1,068 accounts).
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Questions about George
Is George Gagliardi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: George holds no broker registration, and Astoria Portfolio Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does George charge for financial advice?
George's firm, Astoria Portfolio Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is George Gagliardi based?
George Gagliardi is based in Lexington, Massachusetts.
What credentials does George Gagliardi hold?
George Gagliardi holds the CFP credential.
Is George Gagliardi registered with the SEC?
Yes. George Gagliardi is registered as an investment adviser representative in MA (CRD 5720367), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Astoria Portfolio Advisors manage?
Astoria Portfolio Advisors reports $977.6M across 1,068 accounts in assets under management.
How do I contact George Gagliardi?
Through George's website, www.astoriaadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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