Gregory Ferguson
Gregory Ferguson is a registered investment advisor at Cantor Fitzgerald Investment Advisors, based in Summit, NJ, with 18 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 High Net Worth, Investment Management. Their firm serves 1,295 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Under certain circumstances, Cantor Fitzgerald Investment Advisors (CFIA) reserves the right to negotiate fees, which may result in different fees for similar investment management services.
Fee Estimator
Location
47 Maple Street, Atrium 2nd Floor, Summit, NJ, 07901
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Regulatory History
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
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald & CO.Broker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Investx Markets LLCBroker
Stadion Money Management, LLC
Alps Distributors, INC.Broker
Blackrock Investment Management, LLC
Blackrock Investments, LLCBroker
Delaware Capital Management Advisers, INC
Delaware Distributors, L.P.Broker
Lincoln Financial Distributors, INC.
Lincoln Financial Distributors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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
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