Gregory Macko
Gregory Macko is a registered investment advisor at Buell Investment Advisors, based in Glastonbury, CT, with 32 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 106 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $2.5M | 2.00% |
| $2.5M+ | 1.50% |
Fees may be negotiable.
Fee Estimator
Location
200 Glastonbury Blvd 1st Fl, Glastonbury, CT, 06033
Get directionsHistory
Regulatory History (4)
Customer Dispute
November 2024Customer Dispute
November 2018Employment Separation After Allegations
July 2018Customer Dispute
May 2008Other Business Activities
Gregory owns multiple rental properties in South Carolina, starting in 2012. He also created GCM Investment Advisors LLC for tax purposes and works there about a quarter of his time, while being registered with Buell Investment Advisors.
Employment History
Current Registrations
Buell Investment Advisors
Buell Securities CORP.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations19 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.