Gregory Masone is a registered investment advisor, based in Garden City, NY, with 5 years of industry experience.
Location
585 Stewart Ave, Suite 750, Garden City, NY, 11530
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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 ActivitiesSells Insurance
Gregory is an insurance agent selling insurance products through Avantax Insurance Agency/Services, dedicating about 10-20% of his time. He is also the Vice President of Gregory-Matthew Wealth Management & Retirement Planning, Inc., where he spends nearly full-time on investment and retirement planning.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
State Registrations12 states
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