# AMERICAN RETIREMENT & INVESTMENT STRATEGIES, LLC

AMERICAN RETIREMENT & INVESTMENT STRATEGIES, LLC of GLOUCESTER, MA is an SEC-registered investment adviser.

## Registration

- CRD: 139482
- Type: SEC-registered investment adviser
- SEC file number: 801-66357
- Location: 14 FLEETWOOD DRIVE, GLOUCESTER, MA, 01930
- Phone: 978-283-1011
- Latest filing: 2026-04-27
- Regulatory AUM: $103.0M
- Discretionary AUM: $77.2M
- Non-discretionary AUM: $25.8M
- Clients: 2
- Accounts: 493

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Other

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| BERNSTEIN DANIEL ADAM | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| GRELLA JOSEPH MATTHEW | MANAGING MEMBER | — |
| D'ANNIBALE WILLIAM ELEUPERIO | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/139482/brochure
- Similar advisers: https://search.stillhousedata.com/firm/139482/similar
- Related entities: https://search.stillhousedata.com/firm/139482/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/139482

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.