Grey Ledge Advisors
On a mission to put our client needs first. Grey Ledge Advisors operates as a fiduciary - meaning that we put client interests first. The fiduciary standard is the idea that as your financial circumstances change, so too should the advice we provide as your advisor. As a firm focused on community, we believe that we are interdependent with the communities we serve. When our community thrives, we thrive, and to that end, we strive to improve the areas we serve through contributions and volunteer hours. Grey Ledge Advisors is a separate subsidiary of GSB. Grey Ledge Advisors is a registered investment adviser and makes investment recommendations that involve products that are not bank deposits, are not guaranteed by the bank, not FDIC insured, and involve investment risks, including the possible loss of principal.
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Verified contacts
10
available on Kipplo
LinkedIn employees
10
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
35
organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- AM
Anthony Morgillo
Vice President, Wealth Management Advisor · Finance & Accounting
EmailPhone - SA
Scott Albraccio
Sr Vice President · General Business & Management
EmailPhone - TR
Ted Reagle
Vice President, Wealth Management Advisor · Finance & Accounting
EmailPhone - MJ
MacKenzie Johnston
Analyst Client Experience Administrator · Customer/Client Service
EmailPhone - CV
Colleen Venter
Chief Compliance Officer · Legal
EmailPhone - KR
Kenneth R. Russell
President & CEO · General Business & Management
EmailPhone - AE
Alexander Eszterhai
Client Experience Administrator · Customer/Client Service
EmailPhone
Showing 7 of 10 verified contacts
Top roles at Grey Ledge Advisors
9 distinct titles indexed · top 9 shown.
- 2vice president, wealth management advisor
- 1analyst client experience administrator
- 1chief compliance officer
- 1client experience administrator
- 1executive assistant office manager
- 1financial analyst
- 1investment analyst
- 1president & ceo
- 1sr vice president
Sign up to unlock all 10 contacts at Grey Ledge Advisors
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