Gregory
Moro
Polen Capital Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Gregory Moro is a financial advisor who works in Boca Raton, Florida, who has 3 years of industry experience. Moro currently works for Polen Capital Management, LLC. During their career, Moro has held roles at Prudential Insurance Co Of America, T. Rowe Price, Polen Capital Management LLC and Foreside Funds Distributors LLC. Moro holds Series 63 and Series 66 licenses, designating them as a securities broker, and is able to work in Florida. Polen Capital Management, LLC is an advisory business operating out of Boca Raton, FL. It has a total of 153 employees. It oversees $36 billion in assets under management among its 3,515 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 98 charities and foundations. Of its 3,515 customer accounts, 82% belong to high-net-worth individuals who have more than $1 million in investable assets. Polen Capital Management, LLC provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial management fees are based on which service is provided. Fee types charged by Polen Capital Management, LLC may include any blend of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Polen Capital Management, LLC Brokerage Details
$36,045,083,867
153
3,515
$10,254,647
Investment Advisory 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
Gregory Moro Work History
Gregory has been registered as a financial advisor for 3 years.*
Polen Capital Management LLC
Foreside Funds Distributors LLC
T. Rowe Price
Prudential Insurance Co Of America
*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 Moro 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 Polen Capital Management, LLC
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
