CRD: 133088
Garden State Investment Advisory Services, LLC
$673.8M Total AUM
$523.7M Disc. AUM
11.7% 3Y CAGR
32 Employees
2,531 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Axos · Charles Schwab & Company · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-01-2004
- Office Locations
- 4
Office Locations
328 Newman Springs Road RED Bank NJ
3319 State Road 7 Suite 305 Wellington FL
-- Millstone TWP NJ
About Garden State Investment Advisory Services, LLC
Garden State Investment Advisory Services, LLC is a RED Bank-based RIA with 4 offices. The firm has been operating for 21 years. Managing $673.8M in total assets under management, with 29 advisory representatives. They custody assets with Axos and Charles Schwab & Company.
Team overview
47 AVG AGE
$23.2M AVG AUM / ADVISOR
$266.2K AVG AUM / CLIENT
10.7 yrs AVG TENURE
32 Employees
29 Advisory Reps
29 RIA Reps
21yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
RAYMOND EDWARD AMBROSINO
Owner
- CRD
- #2070784
- Ownership
- 25% but less than 50%
Available
Available
Available
KEVIN JOHN DEROSA
Chief Compliance Officer, Financial Professional, Managing Member, Owner
- CRD
- #2314895
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 6 owners & executives
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M
Michael Joseph Azzato
Financial Advisor
- CRD
- #6148833
Available
Available
Available
J
JOHN TURLEY BANKS
--
- CRD
- #2260179
Available
Available
Available
Showing 2 of 34 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $523,711,455 | $273,908 |
| Non-Discretionary | $150,099,045 | $275,917 |
| Total | $673,810,500 | $274,353 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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