Gregory Vincent Mallia

10 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingEducation PlanningInsurance Planning

Fortitude Advisory Group L.L.C.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

15 advisors

Number of Clients

654 clients

Average Client Portfolio

$637K average

Assets Under Management

$416.9M

Fee Structure

Minimum Investment:$25K

Location

420 Lexington Ave, Suite 1402, New York, NY, 10170

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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.

Employment History

Current Registrations

Fortitude Advisory Group L.L.C.

November 2021 - Present · 4 yrs 3 mos

Previous Registrations

Private Advisor Group, LLC

April 2017 - May 2022 · 5 yrs 1 mo

LPL Financial LLCBroker

October 2016 - June 2019 · 2 yrs 8 mos

Ameritas Investment CORP.Broker

March 2015 - May 2016 · 1 yr 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.