Gregg Manis
Gregg Manis is a registered investment advisor at Private Advisor Group, LLC, based in Hopkinton, MA, with 26 years of industry experience. Gregg is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.
Fee Estimator
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 Registrations4 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.
Exams
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