Claim Profile
GB

Gregory Robert Britton

CONNECTUS WEALTH, LLC·HUNT VALLEY, Maryland
Unclaimed Profile
20 WIGHT AVE, HUNT VALLEY, MD 21030CRD# 4486916Firm CRD# 310912
01

About

Gregory Robert Britton is a registered financial advisor based in HUNT VALLEY, Maryland, affiliated with CONNECTUS WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CONNECTUS WEALTH, LLC
CONNECTUS WEALTH
AUM
$8.7B
Regulatory assets under management
Employees
97
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: REVENUE SHARING WITH UPTIQ AND FRS
Regulatory
SEC/IARD CRD# 4486916
Firm CRD# 310912
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in HUNT VALLEY?

Browse all registered financial advisors in HUNT VALLEY, Maryland or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty