Gregory Caulfield is a registered investment advisor at Morgan Stanley, based in Gilford, NH, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Decamp Fincl Center, 14 Country Club Rd, Gilford, NH, 03246
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory is a member of Tioga Properties, LLC, overseeing the property management company and handling day-to-day operations. He spends a few hours per week on this investment-related activity and owns 50% of the business.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
South Richmond Securities, INC.Broker
State Registrations23 states
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