Gregory Chona
Gregory Chona is a registered investment advisor at Equitable Advisors, LLC, based in Chesterton, IN, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 69,432 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.
For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.
When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.
Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.
Location
Chesterton, IN
Get directionsHistory
Regulatory History (3)
Financial
August 2022Customer Dispute
December 2014Customer Dispute
March 2006Other Business Activities
Gregory acts as a secondary power of attorney and trustee for his mother since 2023.
Employment History
Current Registrations
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Iht Wealth Management LLC
LPL Financial LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Brookstone Investment Advisory Services
Brookstone Securities, INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
State Registrations26 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.