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Gregory Coleman Fenton

FENTON GREGORY COLEMAN·SANDWICH, Massachusetts
Series 6, Series 63Clean record21 years registeredFENTON GREGORY COLEMAN
128 ROUTE 6A, SANDWICH, MA 02563CRD# 1663005Firm CRD# 133301

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Coleman Fenton · SANDWICH, MA
Registration
CRD #1663005 · FENTON GREGORY COLEMAN · 21 years registered
Brand Profile
Not yet started
01

Career History

CAMBRIDGE CAPE COD ADVISORS, LLC
Mar 2005 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Registration record
First registered · March 1, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FENTON GREGORY COLEMAN
CRD 133301 · SEC 801-113572
AUM
$156M
Regulatory assets under management
Employees
2
392 client accounts
Services offered by FENTON GREGORY COLEMAN
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FENTON GREGORY COLEMAN →
Introduction

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05

Frequently Asked Questions

What services does Gregory Coleman Fenton offer?
Gregory Coleman Fenton specializes in Financial Planning, Investment Management. Contact their office in SANDWICH, Massachusetts for a consultation.
What are Gregory Coleman Fenton's credentials?
Gregory Coleman Fenton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Coleman Fenton located?
Gregory Coleman Fenton is based in SANDWICH, Massachusetts, working with FENTON GREGORY COLEMAN. Their office serves clients in the SANDWICH metropolitan area and surrounding communities.
How does Gregory Coleman Fenton charge for services?
Gregory Coleman Fenton's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FENTON GREGORY COLEMAN?
FENTON GREGORY COLEMAN has approximately 2 employees and manages $156M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FENTON GREGORY COLEMAN

Jill Ann Henderson
SANDWICH, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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