Gregory Britton, financial advisor North Adams MA
96 score

Gregory Britton

CRD Number: 4486916
Current Firm: Atlas Private Wealth Management, LLC

Gregory Britton (CRD# 4486916) is an Investment Advisor Representative working at Atlas Private Wealth Management, LLC in North Adams, MA and has over 14 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Feb 2013 - Current 3
Dion Money Management Williamstown, MA Feb 2011 - Current 5
Mml Investors Services Inc. Albany, NY Jun 2009 - Feb 2011 1
Mass Mutual Albany, NY Jun 2009 - Feb 2011 1
Northwestern Mutual Investmennt Services, LLC Albany, NY Sep 2006 - May 2009 2
Northwestern Mutual Life Insurance Company Milwaukee, WI Jun 2006 - May 2009 2
Northwestern Mutual Investment Services, LLC Boston, MA Jul 2002 - Aug 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2002
Contact Info for Gregory R. Britton
Phone Number: 800-432-7447
Firm Website: http://www.atlaspwm.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    968
    MILLIONS
  • Total Number of Accounts
    4,380
    ACCOUNTS
  • Average Account Value
    $221,042
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • 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, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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