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Posizioni attive di Stan Gregor
Società | Posizione | Inizio | Fine |
---|---|---|---|
Summit Financial LLC
![]() Summit Financial LLC Investment ManagersFinance Summit Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Parsippany, New Jersey. Formerly known as National Wealth Advisors, Inc., the firm was founded in 2018 and has succeeded from the advisory businesses of Summit Equities, Inc. which was established in 1991. They are a wholly-owned by Summit Financial Holdings LLC, which is owned by Summit Financial Services LLC. Summit Financial offers investment advisory services to individuals, high net-worth individuals, corporations and/or business entities, pension and profit-sharing plans, and charitable organizations. | Direttore/Membro del Consiglio | 01/12/2018 | - |
Amministratore Delegato | 01/12/2018 | - |
Storia della carriera di Stan Gregor
Precedenti posizioni note di Stan Gregor
Società | Posizione | Inizio | Fine |
---|---|---|---|
Summit Equities, Inc.
![]() Summit Equities, Inc. Investment ManagersFinance Founded in 1982, Summit Equities, Inc. is an SEC-registered investment advisor and securities broker-dealer located in Parsippany, New Jersey. The firm is a Member FINRA/SIPC. They provide investment advice and/or management supervisory services to the individuals, high net-worth individuals, corporations and/or business entities and pension & profit sharing plans. | Amministratore Delegato | - | 01/12/2018 |
Presidente | - | 01/12/2018 | |
Cantor Fitzgerald Wealth Partners LLC
![]() Cantor Fitzgerald Wealth Partners LLC Investment ManagersFinance Part of Cantor Fitzgerald LP, Cantor Fitzgerald Wealth Partners LLC provides investment advice. The company is based in New York, NY. The CEO of the company is Shawn Peter Matthews. | Amministratore Delegato | 06/08/2014 | 28/11/2016 |
Presidente | 06/08/2014 | 28/11/2016 | |
Wells Fargo Bank, NA (Private Banking)
![]() Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Corporate Officer/Principal | - | - |
Dynasty Financial Partners LLC
![]() Dynasty Financial Partners LLC Investment ManagersFinance Dynasty Financial Partners LLC provides investment advice. It offers a fully customizable platform, with end-to-end support from a proven team and unrivaled access to distinctive products and services. The company was founded by Edward C. Swenson and Shirl Thomas Penney in 2008 and is headquartered in New York, NY. | Corporate Officer/Principal | - | - |
Statistiche
Distribuzione geografica
Stati Uniti | 6 |
Posizioni
Chief Executive Officer | 3 |
President | 2 |
Corporate Officer/Principal | 2 |
Settori
Finance | 6 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 5 |
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Cantor Fitzgerald Wealth Partners LLC
![]() Cantor Fitzgerald Wealth Partners LLC Investment ManagersFinance Part of Cantor Fitzgerald LP, Cantor Fitzgerald Wealth Partners LLC provides investment advice. The company is based in New York, NY. The CEO of the company is Shawn Peter Matthews. | Finance |
Summit Equities, Inc.
![]() Summit Equities, Inc. Investment ManagersFinance Founded in 1982, Summit Equities, Inc. is an SEC-registered investment advisor and securities broker-dealer located in Parsippany, New Jersey. The firm is a Member FINRA/SIPC. They provide investment advice and/or management supervisory services to the individuals, high net-worth individuals, corporations and/or business entities and pension & profit sharing plans. | Finance |
Dynasty Financial Partners LLC
![]() Dynasty Financial Partners LLC Investment ManagersFinance Dynasty Financial Partners LLC provides investment advice. It offers a fully customizable platform, with end-to-end support from a proven team and unrivaled access to distinctive products and services. The company was founded by Edward C. Swenson and Shirl Thomas Penney in 2008 and is headquartered in New York, NY. | Finance |
Wells Fargo Bank, NA (Private Banking)
![]() Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Finance |
Summit Financial LLC
![]() Summit Financial LLC Investment ManagersFinance Summit Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Parsippany, New Jersey. Formerly known as National Wealth Advisors, Inc., the firm was founded in 2018 and has succeeded from the advisory businesses of Summit Equities, Inc. which was established in 1991. They are a wholly-owned by Summit Financial Holdings LLC, which is owned by Summit Financial Services LLC. Summit Financial offers investment advisory services to individuals, high net-worth individuals, corporations and/or business entities, pension and profit-sharing plans, and charitable organizations. | Finance |
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