Lorenzo Gaudioso has been an investment adviser representative at Granite Islands Private Wealth since August 2025, and is not listed among the firm’s executive officers or direct owners. Lorenzo Gaudioso studied at Fairfield University.
Granite Islands Private Wealth, LLC is a Guilford, CT firm with $230M under management, 491 clients and 4 advisers in one office, as of its August 2026 filing.
Lorenzo P. Gaudioso is Wealth Advisor, Retirement Plan Advisor of Granite Islands Private Wealth. He has over 25 years of experience and works with business owners, professionals and entrepreneurs. He designs strategies to help protect, grow and transition wealth in a tax-efficient way.
Lorenzo Gaudioso’s longest registration was 3 years at CWM, LLC (2020–2024). Before joining Granite Islands Private Wealth in 2025, Lorenzo Gaudioso was registered through Osaic Wealth, Inc. and CWM, LLC.
- – present · 1 yearGuilford, CT · Adviser representative · Firm CRD 336263
- Osaic Wealth, Inc.– · 1 yearRoxbury, CT · Adviser representative · Firm CRD 23131
- CWM, LLC– · 3 yearsRoxbury, CT · Adviser representative · Firm CRD 155344
- Infinex Investments, Inc.– · 3 yearsWoodbury, CT · Adviser representative · Firm CRD 35371
- Oppenheimer & Co. Inc.– · under a yearStamford, CT · Adviser representative · Firm CRD 249
- Park Avenue Securities LLC– · 1 yearMadison, CT · Adviser representative · Firm CRD 46173
- Axa Advisors, LLC– · under a yearStamford, CT · Adviser representative · Firm CRD 6627
- Wells Fargo Advisors Financial Network, LLC– · 1 yearStamford, CT · Adviser representative · Firm CRD 11025
- Morgan Stanley Smith Barney LLC– · 1 yearStamford, CT · Adviser representative · Firm CRD 149777
- Citigroup Global Markets Inc.– · 1 yearStamford, CT · Adviser representative · Firm CRD 7059
- Wachovia Securities, LLC– · 1 yearWestport, CT · Adviser representative · Firm CRD 19616
Professional designations
Listed by Granite Islands Private Wealth
- CFP®
- C(k)P®
- CRPS®
- CPFA®
Investment adviser representative registrations
Lorenzo Gaudioso is registered as an investment adviser representative in Connecticut, since August 2025.
- ConnecticutSince 27 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 9 January 2017 |
| Series 65 | Uniform Investment Adviser Law Examination | 2 June 2003 |
| Series 7 | General Securities Representative Examination | 8 May 2003 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 16 December 1999 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Lorenzo Pietro Gaudioso
- CRD
- 3230878
- Firm
- Granite Islands Private Wealth · CRD 336263
- Office
- 157 GOOSE LANE, #3, Guilford, CT 06437
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2004
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- graniteislands.com
Where does Lorenzo Gaudioso work?
Lorenzo Gaudioso is an investment adviser representative registered through Granite Islands Private Wealth, LLC since August 2025, and is not listed among the firm’s executive officers or direct owners.
Is Lorenzo Gaudioso a financial advisor?
Yes. Lorenzo Gaudioso has a current investment-adviser registration in Connecticut, through Granite Islands Private Wealth since August 2025.
How many years of experience does Lorenzo Gaudioso have?
Lorenzo Gaudioso has 21 years in the financial industry, since December 2004, across 11 adviser firms.
What exams has Lorenzo Gaudioso passed?
Lorenzo Gaudioso has passed 5 licensing exams: the Series 6, Series 7, Series 65, Series 63 and Series 6TO. The earliest, the Series 6, was passed in December 1999. FINRA credited Lorenzo Gaudioso with the SIE, which began in October 2018.
Where did Lorenzo Gaudioso work before Granite Islands Private Wealth?
Before Granite Islands Private Wealth, Lorenzo Gaudioso was registered through CWM, LLC, December 2020 to July 2024; Infinex Investments, Inc., June 2017 to December 2020; Oppenheimer & Co. Inc., December 2016 to April 2017; Park Avenue Securities LLC, November 2015 to December 2016; Axa Advisors, LLC, October 2015 to October 2015; Wells Fargo Advisors Financial Network, LLC, January 2011 to March 2012; Morgan Stanley Smith Barney LLC, June 2009 to February 2011; Citigroup Global Markets Inc., March 2008 to June 2009; Wachovia Securities, LLC, July 2003 to March 2005.
Where is Lorenzo Gaudioso based?
Lorenzo Gaudioso’s registered office is in Guilford, CT.
Is Lorenzo Gaudioso registered with FINRA?
Yes. Lorenzo Gaudioso has a current broker registration, under CRD 3230878.
Source: FINRA BrokerCheck
Is Lorenzo Gaudioso a CFP?
Granite Islands Private Wealth lists Lorenzo Gaudioso with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Lorenzo Gaudioso’s record?
Search CRD 3230878 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Lorenzo Gaudioso’s full registration record.
- Bradley StarkChief Compliance Officer
Charles AndrioleFounder & Managing Director (Managing Member of LLC)
Robert DeluccaFounder & Managing Director (Managing Member of LLC)