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Gregory Gangitano
26 Years of Experience
Tysons Corner, VA
1 DisclosureBroker
Gregory Gangitano is a registered investment advisor at Charles Schwab & CO., INC., based in Tysons Corner, VA, with 26 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, Investment Management, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1650 Tysons Blvd, Suite 150, Tysons Corner, VA, 22102-4856
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 1999Settled
Employment History
Current Registrations
Charles Schwab & CO., INC.
January 2022 - Present · 4 yrs 4 mos
Charles Schwab & CO., INC.Broker
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
TD Ameritrade, INC.
April 2018 - October 2022 · 4 yrs 6 mos
TD Ameritrade, INC.Broker
February 2018 - July 2024 · 6 yrs 5 mos
TD Ameritrade Investment Management, LLC
February 2018 - September 2023 · 5 yrs 7 mos
Scottrade Investment Management
February 2017 - February 2018 · 1 yr
Scottrade, INC.Broker
April 2004 - February 2018 · 13 yrs 10 mos
Datek Online Financial Services LLCBroker
June 2001 - September 2002 · 1 yr 3 mos
Datek Online Brokerage Services LLCBroker
June 1998 - June 2001 · 3 yrs
State Registrations10 states
CACODCFLGAMDOHPATXVA
AdvisorBrokerBoth
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
No exam information available for this advisor.