Gregory Gioe (CRD# 7322400) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Staten Island, NY and has over 2 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Staten Island, NY | Apr 2022 - Current | 2 |
| Eagle Strategies LLC | Staten Island, NY | Oct 2021 - Apr 2022 | < 1 |
| Nylife Securities LLC | Staten Island, NY | Apr 2021 - Apr 2022 | 1 |
| New York Life Insurance Co | Staten Island, NY | Mar 2021 - Apr 2022 | 1 |
| Equitable Advisors, LLC | New York, NY | Dec 2020 - Mar 2021 | < 1 |
| Allied Universal | Staten Island, NY | Jul 2019 - Feb 2021 | 1 |
| The College Of Staten Island | Staten Island, NY | Sep 2019 - Dec 2020 | 1 |
| Monmouth University | West Long Branch, NJ | Sep 2017 - Jun 2019 | 1 |
| Susan E Wagner High School | Staten Island, NY | Sep 2013 - Aug 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
- NY
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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