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Gregory Vincent Milano

FORTUNA INVESTORS LLC·PORT JEFFERSON, New York
Unclaimed Profile
464B MAIN STREET, PORT JEFFERSON, NY 11777CRD# 4860301Firm CRD# 170677
01

About

Gregory Vincent Milano is a registered financial advisor based in PORT JEFFERSON, New York, affiliated with FORTUNA INVESTORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
FORTUNA INVESTORS LLC
FORTUNA INVESTORS LLC
AUM
$14M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at FORTUNA INVESTORS LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4860301
Firm CRD# 170677
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregory Vincent Milano offer?
Gregory Vincent Milano specializes in Investment Management. Contact their office in PORT JEFFERSON, New York for a consultation.
What are Gregory Vincent Milano's credentials?
Gregory Vincent Milano is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Vincent Milano located?
Gregory Vincent Milano is based in PORT JEFFERSON, New York, working with FORTUNA INVESTORS LLC. Their office serves clients in the PORT JEFFERSON metropolitan area and surrounding communities.
How does Gregory Vincent Milano charge for services?
Gregory Vincent Milano'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 FORTUNA INVESTORS LLC?
FORTUNA INVESTORS LLC has approximately 2 employees and manages $14M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PORT JEFFERSON
Thomas Joseph Fatjo — FORTUNA INVESTORS LLCMichelle Eileen Milano — FORTUNA INVESTORS LLCBrian Christopher Mark — ST. JAMES INVESTMENT ADVISORS, LLCRobert Joseph Frey — FQS CAPITAL PARTNERS LPJohn Keith O'callaghan — FQS CAPITAL PARTNERS LP
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