GM
GM
Gregory Makela is a registered investment advisor at Stone Blue Capital LLC, based in Darien, CT, with 39 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Qualified clients will pay an annual fee of 1.00% of assets under management along with a 20.00% performance fee based on capital appreciation. Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
320 Boston Post Road, Suite 180-102, Darien, CT, 06820
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2004Settled
Employment History
Current Registrations
Stone Blue Capital LLC
June 2025 - Present · 11 mos
Previous Registrations
Embree Financial Group
July 2024 - December 2024 · 5 mos
Morgan StanleyBroker
June 2009 - January 2021 · 11 yrs 7 mos
Morgan Stanley
June 2009 - January 2021 · 11 yrs 7 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
August 1991 - April 2007 · 15 yrs 8 mos
Morgan Stanley Dw INC.Broker
March 1983 - April 2007 · 24 yrs 1 mo
State Registrations1 state
CT
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.