Gregory
Mendoza
Pathstone
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About this Advisor
Gregory Mendoza is a financial advisor who works in Winter Park, Florida with 1 year of industry experience. Mendoza is an employee of Pathstone. Over the course of their career, Mendoza has held roles at Water Oak Advisors, LLC, Eaton Vance Wateroak Advisors and Pathstone. Mendoza has Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to advise clients in Florida. Pathstone is a registered investment company operating out of Englewood, NJ. It has offices in 15 locations and a total of 297 financial advisors. It handles $25 billion in assets between its 18,943 client accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 49 charities and foundations. Of its 18,943 accounts, 77% are held by high-net-worth clients who have greater than $1 million in assets. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial advice typically are based on the type of services. Fee types charged by Pathstone likely include some blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pathstone Brokerage Details
$24,835,859,938
297
18,943
$1,311,084
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Gregory Mendoza Work History
Gregory has been registered as a financial advisor for 1 years.*
Pathstone
Pathstone
Eaton Vance Wateroak Advisors
Water Oak Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gregory Mendoza to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pathstone
Winter Park, FL
Seattle, WA
Englewood, NJ
Englewood, NJ
Englewood, NJ
Bellevue, WA
Winter Park, FL
Englewood, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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