Gregory Prato
Gregory Prato is a registered investment advisor at Prato Capital Management, based in White Plains, NY, with 30 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 326 clients with $220M 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% |
The management fee is negotiable based on the size of the account. The client may aggregate or household accounts to negotiate a lower fee.
Fee Estimator
Location
70 Gedney Way, White Plains, NY, 10605
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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 ActivitiesSells Insurance
Gregory owns Bushnell Management, LLC & Starlifter 6th Properties, a commercial real estate business, and CJD Aviation, LLC, a holding company for an airplane investment. He also works as an independent life insurance agent, dedicating minimal time to this activity.
Employment History
Current Registrations
Prato Capital Management
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 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.