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Gregg Reutter

28 Years of Experience
Manorville, NY
BrokerSells Insurance

Gregg Reutter is a registered investment advisor at Commonwealth Financial Network, based in Manorville, NY, with 28 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3079 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

Fee Structure

Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.

Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.

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Location

Manorville, NY

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Gregg is involved in fixed insurance sales since January 2025, dedicating minimal time to this activity. This activity is investment-related and conducted at a branch location.

Employment History
Current Registrations
Commonwealth Financial Network
January 2025 - Present · 1 yr 4 mos
Commonwealth Financial Network
January 2025 - Present · 1 yr 4 mos
Commonwealth Financial NetworkBroker
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Osaic Wealth, INC.Broker
October 2024 - January 2025 · 3 mos
Osaic Wealth, INC.
October 2024 - January 2025 · 3 mos
American Portfolios Advisors, INC
August 2022 - October 2024 · 2 yrs 2 mos
American Portfolios Financial Services, INC.Broker
August 2022 - October 2024 · 2 yrs 2 mos
Royal Alliance Associates, INC.
April 2021 - September 2022 · 1 yr 5 mos
Royal Alliance Associates, INC.Broker
November 2015 - September 2022 · 6 yrs 10 mos
Ic Advisory Services, INC.
March 2013 - November 2015 · 2 yrs 8 mos
The Investment Center, INC.Broker
January 2006 - November 2015 · 9 yrs 10 mos
Pgp Financial, INC.Broker
September 2003 - December 2005 · 2 yrs 3 mos
First Montauk Securities CORP.Broker
January 2000 - September 2003 · 3 yrs 8 mos
Northeast Securities, INC.Broker
November 1997 - March 1999 · 1 yr 4 mos
Hartford Equity Sales Company INC.Broker
July 1996 - December 1997 · 1 yr 5 mos
State Registrations7 states
CTFLIAMDNCNJNY
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.