Gregory Mcleod is a registered investment advisor at Nfsg Corporation, based in Boca Raton, FL, with 29 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,096 clients with $1.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
73 advisors
Number of Clients
3,096 clients
Average Client Portfolio
$350K average
Assets Under Management
$1.1B
Fee Structure
Minimum Investment:$25K
Minimum Annual Fee:$250
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is up to 2%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1200 North Federal Highway, Suite 400, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (8)
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
February 2026Pending
Customer Dispute
November 2025Pending
Customer Dispute
July 2025Pending
Customer Dispute
April 2024Settled
Customer Dispute
May 2023Settled
Customer Dispute
October 2022Settled
Customer Dispute
July 2022Settled
Criminal
January 1992Final Disposition
Employment History
Current Registrations
Nfsg Corporation
July 2006 - Present · 19 yrs 9 mos
Newbridge Securities Corporation
January 2002 - Present · 24 yrs 3 mos
Newbridge Securities CorporationBroker
January 2002 - Present · 24 yrs 3 mos
Previous Registrations
Preferred Securities Group, INC.Broker
November 1996 - January 2002 · 5 yrs 2 mos
Southern Financial Group, INC.Broker
July 1996 - April 1997 · 9 mos
State Registrations21 states
AZCACTFLGAILKYMAMDMIMONCNHNJNVNYOHORSCTXVA
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.