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Gregory Scott Morzano

OLD IRONSIDES ENERGY, LLC·WALTHAM, Massachusetts
OLD IRONSIDES ENERGY, LLC
500 TOTTEN POND ROAD, WALTHAM, MA 02451CRD# 2786883Firm CRD# 168670

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Scott Morzano · WALTHAM, MA
Registration
CRD #2786883 · OLD IRONSIDES ENERGY, LLC
Brand Profile
Not yet started
Disclosure history
4 disclosures on file · See FINRA BrokerCheck for full record
01

About

Gregory Scott Morzano is a registered financial advisor based in WALTHAM, Massachusetts, affiliated with OLD IRONSIDES ENERGY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
OLD IRONSIDES ENERGY, LLC
OLD IRONSIDES ENERGY, LLC
AUM
$1.4B
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at OLD IRONSIDES ENERGY, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2786883
Firm CRD# 168670
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregory Scott Morzano offer?
Gregory Scott Morzano specializes in Retirement Planning. Contact their office in WALTHAM, Massachusetts for a consultation.
What are Gregory Scott Morzano's credentials?
Gregory Scott Morzano is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Scott Morzano located?
Gregory Scott Morzano is based in WALTHAM, Massachusetts, working with OLD IRONSIDES ENERGY, LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.
How does Gregory Scott Morzano charge for services?
Gregory Scott Morzano'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 OLD IRONSIDES ENERGY, LLC?
OLD IRONSIDES ENERGY, LLC has approximately 15 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OLD IRONSIDES ENERGY, LLC

Sean Patrick O'neill
WALTHAM, MA
Scott Edward Carson
WALTHAM, MA
Daniel Alan Rioux
WALTHAM, MA
Andrea C (carroll) Haney
WALTHAM, MA
Kevin Jude Donahue
WALTHAM, MA

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Research
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