Gregory Wilt (CRD# 5790119) is an Investment Advisor Representative working at Avantax Advisory Services in Manlius, NY and has over 13 years of experience in the finance industry.
CRD# 5591004
Cadaret Grant & Co Inc.
CRD# 1200413
Rbc Capital Markets, LLC
CRD# 828730
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gregory Wilt, Cpa,pc | Fayetteville, NY | Nov 2020 - Current | 3 |
| Kitschy Collective LLC | Nashville, TN | Jul 2019 - Current | 4 |
| Excellus Ritter Insurance Marketing | Harrisburg, PA | Jun 2019 - Current | 4 |
| Kafl Resources, LLC | Manlius, NY | Jan 2019 - Current | 5 |
| Cny Abode, LLC | Cazenovia, NY | Aug 2018 - Current | 5 |
| Avantax Advisory Services | Manlius, NY | Oct 2010 - Current | 13 |
| Avantax Investment Services, Inc. | Manlius, NY | Aug 2010 - Current | 13 |
| United Healthcare | Manlius, NY | Nov 2020 - Sep 2022 | 1 |
| Humana Insurance | Liverpool, NY | Oct 2019 - Sep 2022 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2010 |
- NY
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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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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