Gregory AloiaCRD Number: 1613416
Current Firm: Abacus Wealth Partners
Gregory Aloia (CRD# 1613416) is an Investment Advisor Representative working at Abacus Wealth Partners in Lambertville, NJ and has over 23 years of experience in the finance industry. Gregory Aloia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lpl Financial LLC
Raymond James Financial Services Advisors, Inc.
Oppenheimer & Company Inc.
|Abacus Wealth Partners, LLC||Philadelphia, PA||Jan 2004 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1999|
|S65||NASAA Investment Advisors Law Examination||Oct 2000|
Total Assets Under Management3,431MILLIONS
Total Number of Accounts5,467ACCOUNTS
Average Account Value$627,506
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- 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)
AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SD, TN, TX, UT, VA, VT, WA
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