Unclaimed Profile

Gregory Robert Britton

CONNECTUS WEALTH, LLC·HUNT VALLEY, Maryland

Series 7, Series 66Clean record11 years registeredCONNECTUS WEALTH, LLC

20 WIGHT AVE, HUNT VALLEY, MD 21030CRD# 4486916Firm CRD# 310912

Profile Verification

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

Identity

Gregory Robert Britton · HUNT VALLEY, MD

Registration

CRD #4486916 · CONNECTUS WEALTH, LLC · 11 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Jun 2024 – present

CONNECTUS WEALTH

Jun 2023 – Jul 2024

Albany, NY

ATLAS PRIVATE WEALTH MANAGEMENT, LLC

Feb 2021 – Jul 2024

ALBANY, NY

ATLAS PRIVATE WEALTH MANAGEMENT, LLC

Nov 2014 – Nov 2020

ALBANY, NY

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · November 24, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONNECTUS WEALTH, LLC

CRD 310912 · SEC 801-119970

AUM

$8.7B

Regulatory assets under management

Employees

12,022 client accounts

Services offered by CONNECTUS WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CONNECTUS WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Gregory Robert Britton offer?

Gregory Robert Britton specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HUNT VALLEY, Maryland for a consultation.

What are Gregory Robert Britton's credentials?

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

Where is Gregory Robert Britton located?

Gregory Robert Britton is based in HUNT VALLEY, Maryland, working with CONNECTUS WEALTH, LLC. Their office serves clients in the HUNT VALLEY metropolitan area and surrounding communities.

How does Gregory Robert Britton charge for services?

Gregory Robert Britton's firm is compensated through percentage of aum, subscription fees, other: revenue sharing with uptiq and frs. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONNECTUS WEALTH, LLC?

CONNECTUS WEALTH, LLC has approximately 97 employees and manages $8.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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