Gregory Kupiec
Gregory Kupiec is a registered investment advisor at Private Advisor Group, LLC, based in West Chester, PA, with 29 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, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
15 Brintons Bridge Road, Suite 100, West Chester, PA, 19382
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Regulatory History (1)
Customer Dispute
November 2002Other Business ActivitiesSells Insurance
Gregory sells fixed annuities, term life, and whole life insurance since 2003, and also added health and accident insurance to his license. He spends full-time providing investment advisory services through Private Advisor Group and is also involved with Kupiec Insurance Group, LLC, Stonebridge Funding Partners LLC, and Kupiec Investment Group.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Morgan Stanley Dw INC.Broker
Prudential Securities IncorporatedBroker
State Registrations13 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.