AM
CFP
AM
CFP

Anthony Fred Morgillo

26 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
829 clients
Average Client Portfolio
$652K average
Assets Under Management
$540.4M

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1M+0.87%

Fees may be negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

One Park Street, Guilford, CT, 06437

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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.

Learn about disclosures →
Employment History
Current Registrations
Grey Ledge Advisors, LLC
August 2020 - Present · 5 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2013 - June 2020 · 7 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2013 - June 2020 · 7 yrs 3 mos
Hsbc Securities (USA) INC.
March 2011 - May 2012 · 1 yr 2 mos
Hsbc Securities (USA) INC.Broker
March 2011 - May 2012 · 1 yr 2 mos
National Planning Corporation ("npc of America" in Fl & Ny)
April 2006 - March 2011 · 4 yrs 11 mos
National Planning CorporationBroker
March 2006 - March 2011 · 5 yrs
Jefferson Pilot Securities CORP
May 2003 - April 2006 · 2 yrs 11 mos
Jefferson Pilot Securities CorporationBroker
May 2003 - April 2006 · 2 yrs 11 mos
Merrill Lynch Pierce Fenner & Smith INC.
September 2000 - May 2003 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1999 - May 2003 · 3 yrs 9 mos
Citizens Financial Services INC.Broker
May 1998 - July 1999 · 1 yr 2 mos
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.
Anthony Fred Morgillo - Financial Advisor | TrueAdvisor