Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Dimarzio is a financial professional with over 20 years of experience in the industry. Gregory holds a Series 7, Series 63, and SIE licenses, and is a Chartered Financial Analyst. Gregory currently works at Corient, a firm that provides advisory services to a wide range of clients, including individuals, families, trusts, corporations, and charitable organizations. Previously, Gregory worked at William Blair and Foreside Fund Services. Corient is a Registered Investment Advisor with approximately $118 billion in regulatory assets under management. Corient's main office is located in Miami, Florida.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
MA
06/04/2024 - Present
Corient (Boston MA)
MA
01/26/2018 - 04/11/2019
WILLIAM BLAIR (BOSTON MA)
MA
03/01/2004 - 11/09/2009
FORESIDE FUND SERVICES, LLC (BOSTON MA)
BC
Issued 05/04/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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