Gregory Liro, financial advisor Millburn NJ

Gregory Liro

CRD Number: 5596862
Current Firm: Fidelity Personal And Workplace Advisors

Gregory Liro (CRD# 5596862) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Millburn, NJ and has over 13 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Fidelity Brokerage Services LLC Millburn, NJ Apr 2020 - Current 3
Ubs Financial Services Inc. Red Bank, NJ Jan 2013 - Apr 2020 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2010
Contact Info for Gregory M. Liro
Phone Number: 617-563-7000
Registered State(s):
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
Compensation Options
  • A percentage of assets under your management
  • 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
  • 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, VT, WA, WI, WV, WY

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