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Firms / New York

Cgaa

Hauppauge, NY. Legal name: Cgaa Inc.

1 advisor$7 million managed

About the firm

A registered investment advisory firm based in Hauppauge, New York. It manages about $7 million. Services include investment management for individuals and small businesses.

How they work

How they’re paid ?A percentage of the assets they manage
Typical client size ?Not stated
Assets under management ?$7 million
Individual clientsNot stated
Median years of experience–
FoundedNot stated

Services

Investment management for individuals and small businesses

Advisors at Cgaa

These advisors list Cgaa as a current employer in their career history. Their main registration is with another firm, shown on each card.

1Advisors
–Median years of experience
1States with offices
–Offices
1 advisor · Cgaa
GWN Securities
34yrs
Anthony Romeo
Financial advisor
1300 Veterans Highway Suite 210
Hauppauge, NY 11788
Top 9% by experience nationwide
Fiduciary
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Also known as

Cgaa Inc.

About Cgaa

How do I contact Cgaa?

Call the main office at (631) 232-7900. The main office is at 1300 Veterans Highway Suite 210, Hauppauge, NY 11788.

How is Cgaa paid?

The firm reports being paid by a percentage of the assets they manage. Ask for your total yearly cost in dollars.

What services does Cgaa offer?

Investment management for individuals and small businesses.

How many advisors work at Cgaa?

We list 1 advisor currently registered with the firm.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.