Gregory Knight
Gregory Knight is a registered investment advisor at Regal Advisory Services, INC., based in Winter Park, FL, with 33 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 274 clients with $120M 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 2.0% of managed assets, which may be negotiated. Additional platform or program fees may apply depending on the chosen custodian or strategy.
Fee Estimator
Location
Winter Park, FL
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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 is an arbitrator for FINRA, dedicating minimal time to this investment-related activity. He also owns G. Scott Knight Systems, Inc., an active Florida corporation, but it generates no revenue and requires no time commitment.
Employment History
Current Registrations
Regal Advisory Services, INC.
Regal Securities, INC.
Regal Securities, INC.Broker
Previous Registrations
Brookstreet Capital Management
Brookstreet Securities CorporationBroker
Roan-Meyers Associates, LPBroker
Fas Wealth Management Services, INC.Broker
Corporate Securities Group, INC.Broker
Elish & Elish Brokerage and Research CO.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.
Exams
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