Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
156 clients
Average Client Portfolio
$111.7M average
Assets Under Management
$17.4B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only
Minimum Annual Fee:$7,500
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Location

180 South Clinton Avenue, Rochester, NY, 14604

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Gregory is a board and subcommittee member for Crestwood Children's Foundation/Hillside Children's Foundation since 2012, and a board member for McQuaid Jesuit High School since 2021. Gregory also owns rental property since 2006, which is not investment-related.

Employment History
Current Registrations
Wilmington Trust Investment Advisors, INC.
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Manning & Napier Advisors, LLC
January 2006 - January 2024 · 18 yrs
Manning & Napier Investor Services, INC.Broker
January 2006 - January 2024 · 18 yrs
Bear, Stearns & CO. INC.Broker
March 2003 - September 2005 · 2 yrs 6 mos
J.P. Morgan Securities INC.Broker
July 2001 - October 2002 · 1 yr 3 mos
UBS Warburg LLCBroker
June 1998 - June 2001 · 3 yrs
Sbc Warburg Dillon Read INC.Broker
January 1998 - June 1998 · 5 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.