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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Britton is a financial advisor working at The Colony Group, LLC. Gregory has been in the industry for over 20 years. He has a wide range of experience working with high-net-worth individuals, families, and institutions. Gregory is a Chartered Financial Consultant and has earned the Series 66 and Series 7 licenses. Gregory is also registered to provide investment advisory services in New York. Gregory is a part of the Colony Group team since 2024 and has worked with Atlas Private Wealth Management and Connectus Wealth in the past.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
NY
06/03/2024 - Present
THE Colony Group, LLC (Albany NY)
MA
02/15/2013 - 07/25/2013
PURSHE KAPLAN STERLING INVESTMENTS (WILLIAMSTOWN MA)
NY
06/16/2009 - 03/16/2011
MML INVESTORS SERVICES, LLC (ALBANY NY)
NY
07/25/2002 - 06/16/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ALBANY NY)
MN
03/06/2002 - 05/31/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/06/2002 - 05/31/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/16/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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