Gregory Allison (CRD# 6412742) is an Investment Advisor Representative working at Bny Mellon Advisors, Inc. in Pennington, NJ and has over 9 years of experience in the finance industry.
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1209183
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bny Mellon Advisors, Inc. | Pennington, NJ | Jun 2023 - Current | < 1 |
| Bny Mellon Securities Corporation | Ardmore, PA | May 2023 - Current | 1 |
| Pershing LLC | Ardmore, PA | May 2022 - Current | 2 |
| Lockwood Advisors | Pennington, NJ | Jun 2022 - Jun 2023 | 1 |
| Hartford Funds Distributors, LLC | Radnor, PA | Feb 2017 - May 2022 | 5 |
| Axa Distributors, LLC | Jersey City, NJ | Dec 2014 - Feb 2017 | 2 |
| Wells Fargo Bank | Wayne, PA | Sep 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2022 |
- AL
- AK
- AR
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- IA
- KS
- KY
- LA
- ME
- MD
- MA
- MI
- MN
- MS
- MO
- MT
- NE
- NV
- NH
- NJ
- NM
- NY
- NC
- ND
- OH
- OK
- OR
- PA
- PR
- RI
- SC
- SD
- TX
- UT
- VT
- VA
- WA
- WV
- WI
- WY
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Total Assets Under Management19,690MILLIONS
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Total Number of Accounts103,756ACCOUNTS
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Average Account Value$189,769
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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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