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Allio Advisors
SEC-regulated
Registered investment advisor
Andrew J Giannone is the Chief Investment Officer (CIO) at Allio Advisors, LLC, having joined the company in 2023. He holds a CFA charter and studied Finance and Economics at Penn State University from 2008 to 2012. Prior to his current role, Mr. Giannone was a senior portfolio manager at Forefront Analytics and CIO at the Alden Investment Group. He has no disciplinary events, client complaints, or legal actions against him. Mr. Giannone is also a registered representative at the affiliated Broker Dealer Allio Markets, LLC. He does not receive additional compensation from non-clients for advisory services. As a supervised person and Access Person at Allio Advisors, LLC, he adheres to the firm's compliance policies and procedures, including the Code of Ethics overseen by the Chief Compliance Officer, Daniel Garcia. Clients can contact Mr. Garcia at [email protected] for any compliance-related inquiries.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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