Robert Gregory
Robert Gregory is a registered investment advisor at Wells Fargo Advisors, based in Chatham, NJ, with 22 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
70 Main St, Chatham, NJ, 07928
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2025Other Business Activities
Robert has a 25% ownership in Marquis Wealth Advisors LLC and 100% ownership in Aaron Elliot Inc. He dedicates a full-time workload to Marquis Wealth Advisors and significantly more than full-time to Aaron Elliot Inc.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations19 states
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.