SA
SA

Scott Albraccio

37 Years of Experience
Guilford, CT

Scott Albraccio is a registered investment advisor at Grey Ledge Advisors, LLC, based in Guilford, CT, with 37 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 829 clients with $540M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
829 clients
Average Client Portfolio
$652K average
Assets Under Management
$540.4M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1M+0.87%

Fees may be negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

One Park Street, Guilford, CT, 06437

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Grey Ledge Advisors, LLC
January 2021 - Present · 5 yrs 3 mos
Previous Registrations
Ctma Wealth Management
May 2018 - January 2021 · 2 yrs 8 mos
CUNA Brokerage Services, INC.
April 2011 - May 2018 · 7 yrs 1 mo
CUNA Brokerage Services, INC.Broker
April 1992 - May 2018 · 26 yrs 1 mo
Century Investors of America, INC.Broker
June 1990 - April 1992 · 1 yr 10 mos
Watson Financial Services CorporationBroker
September 1988 - February 1990 · 1 yr 5 mos
Private Ledger Financial Services, IncorporatedBroker
October 1987 - July 1988 · 9 mos
State Registrations1 state
CT
Advisor

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Exams
No exam information available for this advisor.