GB
CFP
GB
CFP

Gregory Burie

43 Years of Experience
Boca Raton, FL
Broker

Gregory Burie is a CFP-designated registered investment advisor at Morgan Stanley, based in Boca Raton, FL, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

595 South Federal Highway, Suite 400, Boca Raton, FL, 33432

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Gregory is a basketball referee for middle school, junior high, club, and high school games since 2018. He spends minimal time on this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
March 2012 - Present · 14 yrs 2 mos
Morgan StanleyBroker
February 2012 - Present · 14 yrs 3 mos
Previous Registrations
Ameriprise Financial Services, INC.
April 1987 - February 2012 · 24 yrs 10 mos
Ameriprise Financial Services, INC.Broker
December 1986 - February 2012 · 25 yrs 2 mos
Ids Life Insurance CompanyBroker
April 1982 - July 2006 · 24 yrs 3 mos
Ids Financial Services INC.Broker
April 1982 - December 1986 · 4 yrs 8 mos
Ids Marketing CorporationBroker
April 1982 - June 1983 · 1 yr 2 mos
State Registrations29 states
ALAZCACOCTDCDEFLGAIAILKYMAMDMNMONCNHNJNVNYOHPASCTNTXUTVAVT
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.