Gregg Manis
Gregg Manis is a registered investment advisor at Private Advisor Group, LLC, based in Hopkinton, MA, with 25 years of industry experience. Gregg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
22 South Street Suite 202, Hopkinton, MA, 01748
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2021Other Business ActivitiesSells Insurance
Gregg is affiliated with multiple entities including Blackstone Wealth Management, Private Advisor Group, and New York Life Insurance Company. He also works with Brookfield Insurance Partners selling insurance products, and spends minimal time with New York Life Insurance Company.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations3 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.