Investment adviser representative · M3 Advisory Group, LLC
Jake A. Gigliotti
CRD 7992491 · Boston, MA
At a glance
Jake A. Gigliotti is an investment adviser representative with M3 Advisory Group, LLC in Boston, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jake’s SEC record dates to 2025, about 1 years ago.
Current advisory firm
- M3 Advisory Group, LLCSince March 2026Boston, MA · $342M in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jake’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at M3 Advisory Group, LLC
- Andrew MazzolaBoston
- John D. JeffriesDover
- Mark W. SciontiDover
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