GM
GM

Gregory Marsh

27 Years of Experience
Warren, NJ
Broker

Gregory Marsh is a registered investment advisor at Wells Fargo Advisors, based in Warren, NJ, with 27 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

58 Mount Bethel Road, Suite 204, Warren, NJ, 07059

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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 Activities

Gregory has 50% ownership in Bruno Marsh & Associates Inc. DBA Bridgehaven Fiduciary Partners since 2017. This is a full-time commitment for Gregory.

Employment History
Current Registrations
Wells Fargo Advisors
February 2010 - Present · 16 yrs 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2009 - Present · 17 yrs
Previous Registrations
Gwfs Equities, INC.Broker
October 2006 - July 2009 · 2 yrs 9 mos
Metlife Securities INC.Broker
December 2005 - October 2006 · 10 mos
Metropolitan Life Insurance CompanyBroker
December 2005 - October 2006 · 10 mos
Wachovia Securities, LLCBroker
July 2003 - October 2005 · 2 yrs 3 mos
Prudential Securities IncorporatedBroker
October 2000 - July 2003 · 2 yrs 9 mos
Salomon Smith Barney INC.Broker
April 1998 - October 2000 · 2 yrs 6 mos
State Registrations10 states
CTFLGAMDNCNENJNYPATX
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.