Gregory Mistovich
Gregory Mistovich is a registered investment advisor at Vanderbilt Advisory Services, based in Hudson, MA, with 49 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 6,470 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VAS offers investment management through its Managed Account Program and VFG Tactical Model Portfolios. Fees are based on assets under management and can be structured as a flat annual fee, flat percentage, threshold billing, or tiered billing. The specific fee structure is outlined in the Investment Advisory Agreement.
VAS also uses Betterment for Advisors, where fees range from 0.12% to 0.25% of account balances, charged monthly or quarterly. VAS also charges an advisory fee on top of the Betterment fee.
Location
1 Lincoln Street, Hudson, MA, 01749
Get directionsHistory
Regulatory History (3)
Regulatory
July 2016Judgment / Lien
October 2011Customer Dispute
November 1998Other Business ActivitiesSells Insurance
Gregory is involved in fixed insurance sales and receives rental income since 2020. This activity takes minimal time.
Employment History
Current Registrations
Vanderbilt Securities, LLCBroker
Vanderbilt Advisory Services
Previous Registrations
Bishop, Rosen & CO., INC.Broker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
Dean Witter Reynolds INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
State Registrations7 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.