Gregory Woodard is a registered investment advisor at Wilmington Trust Investment Advisors, INC., based in Rochester, NY, 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 Investment Management. Their firm serves 156 clients with $17B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WTIA's fees are based on a percentage of the value of your portfolio or the amount of assets they advise on. Fees are negotiable and can vary based on client type, asset class, pre-existing relationships, service levels, portfolio complexity, and account size. WTIA may waive minimum account requirements. Fees are charged quarterly, based on the value of the account at the end of the quarter. Clients pay brokerage commissions and other transaction fees separately.
Location
180 South Clinton Avenue, Rochester, NY, 14604
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory is a board and subcommittee member for Crestwood Children's Foundation/Hillside Children's Foundation since 2012, and a board member for McQuaid Jesuit High School since 2021. Gregory also owns rental property since 2006, which is not investment-related.
Employment History
Current Registrations
Wilmington Trust Investment Advisors, INC.
Previous Registrations
Manning & Napier Advisors, LLC
Manning & Napier Investor Services, INC.Broker
Bear, Stearns & CO. INC.Broker
J.P. Morgan Securities INC.Broker
UBS Warburg LLCBroker
Sbc Warburg Dillon Read INC.Broker
State Registrations1 state
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