Gregory Masone, financial advisor Holbrook NY

Gregory Masone

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Gregory R. Masone
Phone Number: 631-439-4600 X156
Registered State(s):
  • NY
  • NC
  • VT
By the Numbers
  • Total Assets Under Management
    10,214
    MILLIONS
  • Total Number of Accounts
    39,427
    ACCOUNTS
  • Average Account Value
    $259,068
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
  • 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
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, 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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