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Gregory Forsythe

26 Years of Experience
Strongsville, OH
1 DisclosureBroker

Gregory Forsythe is a registered investment advisor at Ameriprise Financial Services, LLC, based in Strongsville, OH, with 26 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

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

13866 Pearl Rd, Strongsville, OH, 44136-8702

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2011
Denied
Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2026 - Present · 4 mos
The Huntington Investment CompanyBroker
January 2020 - Present · 6 yrs 9 mos
Huntington Financial Advisors
January 2020 - Present · 6 yrs 9 mos
Previous Registrations
Fifth Third Securities, INC.
March 2007 - September 2019 · 12 yrs 6 mos
Fifth Third Securities, INC.Broker
March 2007 - September 2019 · 12 yrs 6 mos
Natcity Investments, INC.Broker
August 2003 - March 2007 · 3 yrs 7 mos
Edward JonesBroker
December 2001 - July 2003 · 1 yr 7 mos
H&r Block Financial Advisors, INC.Broker
November 1999 - September 2001 · 1 yr 10 mos
State Registrations2 states
FLOH
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.
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