Jeffrey Garagliano
Alliance Advisory & Securities · Westlake Village, California
Jeffrey Garagliano is a fee-only financial advisor at Alliance Advisory & Securities in Westlake Village, California. Alliance Advisory & Securities reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Jeffrey →
Facts
| Firm | Alliance Advisory & Securities |
|---|---|
| Based in | Westlake Village, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $687.4M across 2,748 accounts |
| SEC registration | Investment adviser representative in CA · CRD 3208095 |
| Exams passed | Series 66 (1999) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.allianceadvisory.com |
How Jeffrey's firm compares
- Alliance Advisory & Securities's average account is about $250,000, from its Form ADV (assets managed divided by 2,748 accounts).
Request an introduction to Jeffrey
Tell Jeffrey a little about what you're looking for. Jeffrey isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jeffrey
Is Jeffrey Garagliano a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Alliance Advisory & Securities reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Alliance Advisory & Securities, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeffrey Garagliano based?
Jeffrey Garagliano is based in Westlake Village, California.
Is Jeffrey Garagliano registered with the SEC?
Yes. Jeffrey Garagliano is registered as an investment adviser representative in CA (CRD 3208095), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Alliance Advisory & Securities manage?
Alliance Advisory & Securities reports $687.4M across 2,748 accounts in assets under management.
How do I contact Jeffrey Garagliano?
Through Jeffrey's website, www.allianceadvisory.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.
See something wrong? Request a correction. Read our methodology.