Gregory Kuras
Gregory Kuras is a registered investment advisor at Osaic Advisory Services, LLC, based in Manasquan, NJ, with 35 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 28,410 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Advisors offers investment management through several programs:
- Ally Account: Fees are negotiable, with a maximum annual fee of 2.50%. Transaction charges apply.
- Counsel Account: Fees are negotiable, with a maximum annual fee of 2.50%. This is a wrap account, so the fee covers both advice and transactions.
- Partner Program: Access to third-party managers with varying fees. Osaic either receives a portion of the fee or charges a separate consulting fee.
- Plan Participant Retirement Program: Maximum 3% annual fee, either fixed or tiered, based on assets in your retirement plan account.
Location
2329 Hwy 34, Suite 303, Manasquan, NJ, 08736
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gregory provides tax advice and preparation through New Jersey Senior Tax Advisors, where he is a 50% owner. He also sells Medicare and life insurance policies, dedicating about 10% of his time to these activities.
Employment History
Current Registrations
Osaic Advisory Services, LLC
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Wealth, INC.
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Froehlich Financial Group, LTD.
First Montauk Securities CORP.Broker
Tfs Securities, INC.Broker
Prime Capital Services, INC.Broker
Liberty Securities CorporationBroker
Fiserv Investor Services, INC.Broker
Carillon Investments, INC.Broker
MML Investors Services, INC.Broker
W. S. Griffith & CO., INC.Broker
State Registrations12 states
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.