Gregg Maleri (CRD# 3149818) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hartford, CT and has over 15 years of experience in the finance industry. Gregg Maleri has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
Company Name | Location | Dates | Years |
---|---|---|---|
Ameriprise Financial Services, LLC | Hartford, CT | Mar 2020 - Current | 4 |
Ameriprise Financial Services Inc. | Hartford, CT | Nov 2017 - Mar 2020 | 2 |
Mml Investors Services, LLC | Glastonbury, CT | Mar 2017 - Nov 2017 | < 1 |
Massachusetts Mutual Life Insurance Company | Glastonbury, CT | Jul 2016 - Nov 2017 | 1 |
Metlife Securities | Glastonbury, CT | Apr 2015 - Mar 2017 | 1 |
Bank Of America, N.a. | Farmington, CT | Feb 2011 - Apr 2015 | 4 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Farmington, CT | Jan 2009 - Apr 2015 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2009 |
S66 | NASAA Uniform Combined State Law Examination | Sep 2011 |
- CT
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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