Unclaimed Profile

Gregory Todd Ramsby

DEPRINCE, RACE & ZOLLO, INC.·WINTER PARK, Florida

Clean recordDEPRINCE, RACE & ZOLLO, INC.

250 PARK AVENUE SOUTH, WINTER PARK, FL 32789CRD# 5315404Firm CRD# 112099

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gregory Todd Ramsby · WINTER PARK, FL

Registration

CRD #5315404 · DEPRINCE, RACE & ZOLLO, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Gregory Todd Ramsby is a registered financial advisor based in WINTER PARK, Florida, affiliated with DEPRINCE, RACE & ZOLLO, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

Speak with Gregory

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Gregory is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

DEPRINCE, RACE & ZOLLO, INC.

AUM

$4.8B

Regulatory assets under management

Employees

Total firm employees

View all advisors at DEPRINCE, RACE & ZOLLO, INC. →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5315404

Firm CRD# 112099

View on FINRA BrokerCheck →

Looking for a financial advisor in WINTER PARK?

Browse all registered financial advisors in WINTER PARK, Florida or claim this profile if it's yours.

Browse WINTER PARK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Gregory Todd Ramsby offer?

Gregory Todd Ramsby specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WINTER PARK, Florida for a consultation.

What are Gregory Todd Ramsby's credentials?

Gregory Todd Ramsby is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory Todd Ramsby located?

Gregory Todd Ramsby is based in WINTER PARK, Florida, working with DEPRINCE, RACE & ZOLLO, INC.. Their office serves clients in the WINTER PARK metropolitan area and surrounding communities.

How does Gregory Todd Ramsby charge for services?

Gregory Todd Ramsby's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DEPRINCE, RACE & ZOLLO, INC.?

DEPRINCE, RACE & ZOLLO, INC. has approximately 31 employees and manages $4.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →