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Gregory Alan White

PRIMA CAPITAL ADVISORS LLC·SCARSDALE, New York
Unclaimed Profile
2 OVERHILL ROAD, SCARSDALE, NY 10583CRD# 1347749Firm CRD# 124719
01

About

Gregory Alan White is a registered financial advisor based in SCARSDALE, New York, affiliated with PRIMA CAPITAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PRIMA CAPITAL ADVISORS LLC
PRIMA CAPITAL ADVISORS
AUM
$9.5B
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at PRIMA CAPITAL ADVISORS LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: MORTGAGE LOAN ORIGINATION FEES
Regulatory
SEC/IARD CRD# 1347749
Firm CRD# 124719
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregory Alan White offer?
Gregory Alan White specializes in Retirement Planning, Wealth Management. Contact their office in SCARSDALE, New York for a consultation.
What are Gregory Alan White's credentials?
Gregory Alan White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Alan White located?
Gregory Alan White is based in SCARSDALE, New York, working with PRIMA CAPITAL ADVISORS LLC. Their office serves clients in the SCARSDALE metropolitan area and surrounding communities.
How does Gregory Alan White charge for services?
Gregory Alan White's firm is compensated through percentage of aum, performance-based fees, other: mortgage loan origination fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRIMA CAPITAL ADVISORS LLC?
PRIMA CAPITAL ADVISORS LLC has approximately 10 employees and manages $9.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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