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Gregory Anthony Moro

Polen Capital Management, LLC

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About Gregory Anthony Moro

Gregory Moro is a financial advisor with over 9 years of experience in the financial services industry. Gregory currently works at Polen Capital Management, LLC, where Gregory provides a wide range of investment advisory services to individuals, businesses, and institutions. Gregory is also registered to provide investment advice in 53 states and the District of Columbia. Before joining Polen Capital Management, LLC, Gregory was an Investment Representative at T. Rowe Price Investment Services, Inc. and Prudential Annuities Distributors, Inc.

Firm Information

Gregory Moro is currently registered with Polen Capital Management, LLC. Polen Capital Management, LLC is an investment advisor headquartered in Boca Raton, Florida. The firm manages over $43 billion in assets for a variety of clients, including high-net-worth individuals, institutions, and pooled investment vehicles. Polen Capital specializes in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. The firm has a team of 39 registered representatives and 27 investment advisory professionals.
Polen Capital Management, LLC

1825 NW CORPORATE BLVD.

BOCA RATON, FL 33431

$43.24B

Assets Under Management

36

Total Clients

11

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Gregory Moro’s Registration & Firm History

FL

09/25/2020 - Present

Polen Capital Management, LLC (BOCA RATON FL)

MD

07/20/2016 - 08/31/2020

T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)

CT

07/22/2011 - 07/07/2016

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)

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Licenses & Designations

BOTH

Issued 07/28/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/09/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/03/2013

Series 7 - General Securities Representative Examination

BC

Issued 07/21/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory Anthony Moro.
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