Gregory Stevens is a registered investment advisor at Hartford Funds, based in Wayne, PA, with 13 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 76 clients with $140B 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
690 Lee Road, Wayne, PA, 19087
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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
Hartford Funds
Hartford Funds Distributors, LLCBroker
Hartford Funds Distributors, LLC
Previous Registrations
Blackrock Investment Management, LLC
Blackrock Investments, LLCBroker
Foresters Advisory Services, LLC
Foresters Financial Services, INC.Broker
Prudential Investments LLC
Prudential Investment Management Services LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations4 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.