Gregory Stoia, financial advisor Naples FL
93 score

Gregory Stoia

CRD Number: 1162515
Current Firm: Commonwealth Financial Network

Gregory Stoia (CRD# 1162515) is an Investment Advisor Representative working at Commonwealth Financial Network in Naples, FL and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Dec 2001 - Current 15
Stoia Financial Naples, FL Dec 1985 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1984
Contact Info for Gregory A. Stoia
Phone Number: 781-736-0700
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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