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Gregory Ronald Dasilva

McMillan Analysis Corp.

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About Gregory Ronald Dasilva

Gregory Ronald Dasilva is a registered Investment Advisor Representative associated with McMillan Analysis Corp. Gregory has been employed with McMillan Analysis Corp. since May of 2011. Gregory has been in the industry since May of 2011. Gregory is registered in New Jersey as an Investment Advisor Representative and holds the Series 65 and Series 3 licenses. Gregory is also a hockey coach and has been coaching at Gill St. Bernards School in Gladstone, New Jersey since November of 2016.

Firm Information

Gregory Dasilva is currently registered with McMillan Analysis Corp.. McMillan Analysis Corp. is an investment advisor with 5 investment adviser representatives. They offer portfolio management services for individuals and businesses, and also provide financial consulting and expert witness services. The firm has assets under management of $42,572,227. They primarily serve high-net-worth individuals, other investment advisors, corporations, and individuals.

$42.57M

Assets Under Management

Not reported

Total Clients

5

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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financial consulting and expert witness services

Financial consulting and expert witness services

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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other

Seminar fees; publication fees, expert witness fees

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Gregory Dasilva’s Registration & Firm History

NJ

09/19/2017 - Present

McMillan Analysis Corp. (RANDOLPH NJ)

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Licenses & Designations

IA

Issued 08/21/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/12/2018

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Ronald Dasilva.
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