Gregory Danseglio (CRD# 6344381) is an Investment Advisor Representative working at Brightside Partners in Baltimore, MD and has over 4 years of experience in the finance industry. Gregory Danseglio has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2247685
Equitable Advisors, LLC
CRD# 2185673
Cornerstone Advisory
CRD# 1582180
Thrivent Investment Management Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Brightside Advisory Partners, LLC | Baltimore, MD | Nov 2019 - Current | 4 |
Wms Partners, LLC | Towson, MD | Sep 2016 - Nov 2019 | 3 |
Major League Lacrosse | Boston, MA | Jun 2016 - Oct 2019 | 3 |
Major League Lacrosse | Boston, MA | Jun 2016 - Aug 2017 | 1 |
University Of Maryland | College Park, MD | Jan 2015 - May 2016 | 1 |
Tangible Media | New York, NY | Dec 2014 - Dec 2014 | < 1 |
University Of Virginia | Charlottesville, VA | Aug 2011 - Nov 2014 | 3 |
Jefferies Group, LLC | New York, NY | Jun 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2019 |
- MD
-
Total Assets Under Management748MILLIONS
-
Total Number of Accounts452ACCOUNTS
-
Average Account Value$1,653,847
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, MD, VA
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