Gregory Moss is a CFP-designated registered investment advisor at Heller Wealth Management, based in Melville, NY, with 8 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 243 clients with $550M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
For households less than $1 million, an additional 0.25% is charged on the first $250,000.
Fee Estimator
Location
225 Broadhollow Road, Suite 215, Melville, NY, 11747
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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 →Other Business Activities
Gregory is a member of GDM Properties, LLC, a real estate holding corporation. He dedicates minimal time to this activity.
Employment History
Current Registrations
Heller Wealth Management
Previous Registrations
Ef Legacy Securities, LLCBroker
Wilmington Capital Securities, LLCBroker
State Registrations1 state
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