Gregory Masone (CRD# 6494486) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 3 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Avantax Investment Services Inc. | Garden City, NY | Feb 2024 - Current | < 1 |
Avantax Advisory Services | Garden City, NY | Feb 2024 - Current | < 1 |
Avantax Insurance Agency, LLC | Garden City, NY | Feb 2024 - Current | < 1 |
Gregory-matthew Wealth Management & Retirement Planning, Inc. | Garden City, NY | Aug 2020 - Current | 3 |
American Portfolios Advisors, Inc. | Garden City, NY | Dec 2020 - Feb 2024 | 3 |
American Portfolios Financial Services, Inc. | Garden City, NY | Aug 2020 - Feb 2024 | 3 |
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 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2020 |
- NY
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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