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Gregory Thomas Moss

TOTAL MANAGEMENT GROUP, INC.·MELVILLE, New York
SIE, Series 7, Series 24, Series 63CFPClean record4 years registeredTOTAL MANAGEMENT GROUP, INC.
225 BROADHOLLOW ROAD, MELVILLE, NY 11747CRD# 6102128Firm CRD# 124261

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Thomas Moss · MELVILLE, NY
Registration
CRD #6102128 · TOTAL MANAGEMENT GROUP, INC. · 4 years registered
Brand Profile
Not yet started
01

Career History

SAVANT WEALTH MANAGEMENT
Apr 2026 – present
HELLER WEALTH MANAGEMENT
Oct 2021 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Registration record
First registered · October 19, 2021
Years registered · 4
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TOTAL MANAGEMENT GROUP, INC.
CRD 124261 · SEC 801-61749
AUM
$404M
Regulatory assets under management
Employees
6
717 client accounts
Services offered by TOTAL MANAGEMENT GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TOTAL MANAGEMENT GROUP, INC. →
Introduction

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05

Frequently Asked Questions

What services does Gregory Thomas Moss offer?
Gregory Thomas Moss specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MELVILLE, New York for a consultation.
What are Gregory Thomas Moss's credentials?
Gregory Thomas Moss holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Gregory Thomas Moss located?
Gregory Thomas Moss is based in MELVILLE, New York, working with TOTAL MANAGEMENT GROUP, INC.. Their office serves clients in the MELVILLE metropolitan area and surrounding communities.
How does Gregory Thomas Moss charge for services?
Gregory Thomas Moss's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TOTAL MANAGEMENT GROUP, INC.?
TOTAL MANAGEMENT GROUP, INC. has approximately 6 employees and manages $404M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TOTAL MANAGEMENT GROUP, INC.

Lawrence Eliot Heller
MELVILLE, NY

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