Gregory Crupi, financial advisor Cornelius NC

Gregory Crupi

CRD Number: 6173511
Current Firm: Alphastar Capital Management, LLC

Gregory Crupi (CRD# 6173511) is an Investment Advisor Representative working at Alphastar Capital Management, LLC in Cornelius, NC and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Thrive Financial, LLC Cumberland Center, ME Mar 2020 - Current 1
Alphastar Capital Management, LLC Cornelius, NC Jan 2020 - Current 1
Assurance Group Scarborough, ME Apr 2018 - Mar 2020 1
Bankers Life Securities, Inc. Scarborough, ME May 2016 - Apr 2018 1
Bankers Life & Casualty Scarborough, ME Jun 2010 - Apr 2018 7
Proequities, Inc. Scarborough, ME Mar 2013 - May 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2013
S65 NASAA Investment Advisors Law Examination Dec 2019
Contact Info for Gregory J. Crupi
Phone Number: 855-340-2514
Registered State(s):
  • ME
  • MA
  • NE
  • NH
By the Numbers
  • Total Assets Under Management
    805
    MILLIONS
  • Total Number of Accounts
    5,851
    ACCOUNTS
  • Average Account Value
    $137,507
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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