Robert Gregory
Robert Gregory is a registered investment advisor at Wells Fargo Advisors, based in Chatham, NJ, with 22 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B 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 Stanley
Morgan StanleyBroker
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.
Exams
More Advisors
- Viviana SantiagoWells Fargo Advisors
- Aaron Kessler, CFPWells Fargo Advisors
- Richard DefuccioWells Fargo Advisors
- Justin Taylor, CFPWells Fargo Advisors
- Chad Thomas, CFPWells Fargo Advisors
- Nykia WhartonWells Fargo Advisors