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Gregg Thomas Picillo

ALBERT D MASON INC·BOSTON, Massachusetts
Clean record13 years registeredALBERT D MASON INC
50 FEDERAL ST., BOSTON, MA 02110CRD# 5302060Firm CRD# 107412

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregg Thomas Picillo · BOSTON, MA
Registration
CRD #5302060 · ALBERT D MASON INC · 13 years registered
Brand Profile
Not yet started
01

Career History

MASON CAPITAL PARTNERS
Sep 2012 – present
CT MASON INC
Sep 2012 – Jan 2016
BOSTON, MA
02

Registrations & Exams

Registration record
First registered · September 6, 2012
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ALBERT D MASON INC
CRD 107412 · SEC 801-11877
AUM
$201M
Regulatory assets under management
Employees
6
287 client accounts
Services offered by ALBERT D MASON INC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at ALBERT D MASON INC →
Introduction

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05

Frequently Asked Questions

What services does Gregg Thomas Picillo offer?
Gregg Thomas Picillo specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.
What are Gregg Thomas Picillo's credentials?
Gregg Thomas Picillo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregg Thomas Picillo located?
Gregg Thomas Picillo is based in BOSTON, Massachusetts, working with ALBERT D MASON INC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Gregg Thomas Picillo charge for services?
Gregg Thomas Picillo's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALBERT D MASON INC?
ALBERT D MASON INC has approximately 6 employees and manages $201M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ALBERT D MASON INC

Albert David Mason
BOSTON, MA

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