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Gregory Spinazze

Equitable Advisors, LLC
49 Years of Experience
Farmington Hills, MI
3 DisclosuresBrokerSells Insurance
View SEC Summary
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Gregory Spinazze is a registered investment advisor at Equitable Advisors, LLC, based in Farmington Hills, MI, with 49 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 73,011 clients with $42B in assets under management.

Equitable Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4651 advisors
Number of Clients
73,011 clients
Average Client Portfolio
$582K average
Assets Under Management
$42.5B

Fee Structure

Planning is included in investment management (also available separately)

Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.

For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.

When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.

Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.

View Full SEC Brochure

Location

32000 Northwestern Hwy, Suite 200, Farmington Hills, MI, 48334

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2007
Settled
Customer Dispute
November 2004
Settled
Customer Dispute
December 1992
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Gregory is involved in several outside business activities. He is the owner and president of BRI of Michigan, Inc. (group and medical insurance sales), serves on the board of directors for Charyl Stockwell Academy Charter School, consults on retirement plans, is the executive board chair for Vista Maria, is an owner/officer of Wealth Strategy Partners, LLC, and is a member of AT Aspen, LLC. His role at BRI of Michigan takes about a quarter of his time, while the other activities require minimal time.

Employment History
Current Registrations
Equitable Advisors, LLCBroker
August 2008 - Present · 18 yrs 2 mos
Equitable Advisors, LLC
August 2008 - Present · 18 yrs 2 mos
Previous Registrations
Spc
May 2002 - August 2008 · 6 yrs 3 mos
Sigma Financial CorporationBroker
April 1999 - August 2008 · 9 yrs 4 mos
Apex Capital, L.L.C.Broker
October 1997 - March 1999 · 1 yr 5 mos
Washington Square Securities, INC.Broker
September 1997 - September 1997 · 0 mos
East - West Capital CorporationBroker
December 1995 - October 1997 · 1 yr 10 mos
Guardian Investor Services CorporationBroker
October 1988 - December 1995 · 7 yrs 2 mos
Equico Securities, INC.Broker
October 1980 - May 1988 · 7 yrs 7 mos
The Equitable Life Assurance Society of the United StatesBroker
April 1977 - May 1988 · 11 yrs 1 mo
State Registrations20 states
AZCACOFLGAHIILKYMAMIMONCNVOHPASCTXVAWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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