Gregory Kort
Gregory Kort is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Grosse Pointe, MI, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
17000 Kercheval Ave, Grosse Pointe, MI, 48230
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Regulatory History
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
Gregory acts as a trustee for his brother's inheritance trust, dedicating minimal time. He also owns Lightning Financial, LLC, but spends minimal time on it.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Citizens Securities, INC.Broker
Citizens Securities, INC.
Wunderlich Securities, INC.
Wunderlich Securities, INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
H&r Block Financial Advisors, INC.Broker
Multi-Bank Securities, INC.Broker
Banc One Securities CorporationBroker
First Chicago Nbd Investment Services, INC.Broker
Essex National Securities, INC.Broker
Multi-Bank Securities, INC.Broker
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.