GM
GM

Gregory Musso

24 Years of Experience
Huntsville, AL
Broker

Gregory Musso is a registered investment advisor at Nbc Securities, INC., based in Huntsville, AL, with 24 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 4,545 clients with $1.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
4,545 clients
Average Client Portfolio
$377K average
Assets Under Management
$1.7B

Fee Structure

NBC Securities offers investment management through various programs. The fees are based on a percentage of your assets, typically ranging from 0.50% to 2.50% annually, depending on the investment manager selected, the size of your portfolio, and the complexity of the services. Minimum program fees may apply. These fees generally cover the advisory services, investment manager fees, and transaction costs, but there may be additional charges for brokerage commissions, margin interest, and custody fees. Some programs offer trade allotments with no transaction fees, while others charge per transaction.

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Location

213 Greene St, Suite 123, Huntsville, AL, 35801

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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 is the owner and sole member of Stallion Properties LLC, a real estate leasing and management company, since 2003. He spends a few hours per week on this activity, with minimal time during trading hours.

Employment History
Current Registrations
Nbc Securities, INC.
May 2002 - Present · 24 yrs
Nbc Securities, INC.Broker
May 2001 - Present · 25 yrs
State Registrations13 states
ALDCFLGAILMIMONCNDSCTNTXVA
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.