Gregory Danseglio, financial advisor Baltimore MD

Gregory Danseglio

CRD Number: 6344381
Current Firm: Brightside Partners

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.

Similar Advisors
Basil Herzstein, financial advisor Baltimore MD
Basil D. Herzstein
CRD# 2247685
Equitable Advisors, LLC
Similar Advisors
Erik Johnson, financial advisor Baltimore MD
Erik D. Johnson
CRD# 2185673
Cornerstone Advisory
Similar Advisors
Arnold Abel, financial advisor Baltimore MD
Arnold T. Abel
CRD# 1582180
Thrivent Investment Management Inc.
Professional Designations
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
Contact Info for Gregory D. Danseglio
Phone Number: (410) 989-7500
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    748
    MILLIONS
  • Total Number of Accounts
    452
    ACCOUNTS
  • Average Account Value
    $1,653,847
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, MD, VA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.