Gregory MasoneCRD Number: 6494486
Current Firm: American Portfolios Advisors, Inc.
Gregory Masone (CRD# 6494486) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has 1 year of experience in the finance industry.
American Portfolios Advisors, Inc.
J.p. Morgan Securities LLC
Northwestern Mutual Investment Services,llc
|American Portfolios Financial Services, Inc.||Garden City, NY||Aug 2020 - Current||1|
|Marra & Glick Aba||Westbury, NY||Sep 2018 - Aug 2020||1|
|Nassau Health Care Foundation||East Meadow, NY||Feb 2018 - Sep 2018||< 1|
|Northwell Health||Lake Success, NY||Jan 2017 - Feb 2018||1|
|Docs4aday||New York, NY||Apr 2015 - Jan 2017||1|
|Hayes Locums||Fort Lauderdale, FL||Jan 2013 - Apr 2015||2|
|University Of Miami||Coral Gables, FL||Aug 2006 - Dec 2012||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2020|
Total Assets Under Management10,214MILLIONS
Total Number of Accounts39,427ACCOUNTS
Average Account Value$259,068
- 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
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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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