Gregory Scozzari
Gregory Scozzari is a registered investment advisor at Bny Mellon Securities Corporation, based in Pittsburgh, PA, 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 Investment Management. Their firm serves 3,823 clients with $7.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BNY Mellon Securities Corporation (BNYSC) does not directly charge fees to individual clients. Instead, BNYSC receives a portion of the wrap fee that the client pays to the Program Sponsor. This portion typically ranges from 0.00% to 0.50% annually, depending on the Program Sponsor, the type of account, the level of support provided by BNYSC, and the size of the client’s assets in the specific investment strategy.
Location
500 Ross Street, Pittsburgh, PA, 15262
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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.
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Gregory is an employee of Newton, where he discusses bank-managed collected investment trusts and institutional separately managed accounts managed by BNY Mellon IM Boutique.
Employment History
Current Registrations
Bny Mellon Securities Corporation
Bny Mellon Securities Corporation
Bny Mellon Securities CorporationBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations52 states
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