GF
CFA · CFP
GF
CFA · CFP

Gregg Fisher

32 Years of Experience
New York, NY

Gregg Fisher is a CFA, CFP-designated registered investment advisor at Quent Capital, LLC, based in New York, NY, with 32 years of industry experience. Gregg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 368 clients with $1.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
9 advisors
Number of Clients
368 clients
Average Client Portfolio
$4.5M average
Assets Under Management
$1.6B

Fee Structure

Quent Capital's annual investment management fee is negotiable and generally ranges from 0.50% to 1.00%. The fee is based on the value of the account on the last day of each calendar quarter and is billed in arrears. Fees are deducted from the client’s account when possible. The firm may reduce or waive its fee in its sole discretion.

Loading...

Location

1120 Avenue of the Americas, 4th Floor, New York, NY, 10036

Get directions

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.

Learn about disclosures →
Other Business Activities

Gregg is the Founder & Portfolio Manager for Quent Capital LLC since April 2020, a full-time position. He also owns Gerstein Tax Services, LLC since January 2019, which provides tax preparation and consulting.

Employment History
Current Registrations
Quent Capital, LLC
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
American Elm Distribution Partners, LLCBroker
September 2023 - December 2024 · 1 yr 3 mos
American Portfolios Financial Services, INC.Broker
September 2021 - November 2021 · 2 mos
People's United Advisors, INC.
April 2018 - November 2019 · 1 yr 7 mos
People's Securities, INC.
November 2016 - November 2019 · 3 yrs
People's Securities, INC.Broker
November 2016 - November 2019 · 3 yrs
Gfa Securities, LLCBroker
February 2004 - August 2017 · 13 yrs 6 mos
Walnut Street Securities, INC.
August 2003 - March 2004 · 7 mos
Walnut Street Securities, INC.Broker
August 2003 - March 2004 · 7 mos
Gerstein Fisher
June 2003 - November 2016 · 13 yrs 5 mos
Nathan & Lewis Securities, INC.
February 1994 - August 2003 · 9 yrs 6 mos
Nathan & Lewis Securities, INC.Broker
October 1993 - August 2003 · 9 yrs 10 mos
American Express Financial Advisors INC.Broker
August 1992 - September 1993 · 1 yr 1 mo
Ids Life Insurance CompanyBroker
August 1992 - September 1993 · 1 yr 1 mo
State Registrations10 states
CACTFLLAMAMDNJNYPATX
Advisor

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
No exam information available for this advisor.