Gregory
Danseglio

Brightside Partners

CRD#6344381
Investment Advisor
in Baltimore, MD

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About this Advisor

Gregory Danseglio is a certified financial planner working in Baltimore, Maryland with a total of 4 years of relevant experience. Danseglio is currently employed by Brightside Partners. Over the course of their career, they have held roles at Wms Partners, LLC, University Of Virginia, Jefferies Group, LLC, Tangible Media, University Of Maryland, Major League Lacrosse and Brightside Advisory Partners, LLC. Danseglio maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in Maryland. Brightside Partners is a company that has its headquarters in Baltimore, MD. The investment advisory business has offices in two locations and a total of 14 advisors. It handles $748 million in assets under management between its 452 customer accounts, placing it among the larger firms in the United States by assets under management. Of its 452 client accounts, 92% are associated with high-net-worth investors who have greater than $1 million in investable assets. The business provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules vary depending on the financial services offered. Fee types billed by Brightside Partners can include asset-based, fixed and other fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

6300 Blair Hill Lane Suite 302
Baltimore, MD 21209

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Brightside Partners Brokerage Details

Total Assets Under Management

$747,538,679

MD Average: $6,889,882,315
Total Number of Employees

14

MD Average: 45
Total Number of Accounts

452

MD Average: 765
Average Account Size

$1,653,847

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Gregory Danseglio Work History

Gregory has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Brightside Advisory Partners, LLC

2016 - 2019 (3 years)

Wms Partners, LLC

2016 - 2017 (1 year)

Major League Lacrosse

2016 - 2019 (3 years)

Major League Lacrosse

2015 - 2016 (1 year)

University Of Maryland

2014 - 2014 (< 1 year)

Jefferies Group, LLC

2014 - 2014 (< 1 year)

Tangible Media

2011 - 2014 (3 years)

University Of Virginia

*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 Danseglio 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 Brightside Partners

Nicholas Daly
Baltimore, MD
Gregory Danseglio
Baltimore, MD
Lauren Watson
Baltimore, MD
Abigail Holmes
Baltimore, MD
Jeffrey Cooke
Delray Beach, FL
Pace Kessenich
Baltimore, MD
Justin Bakewell
Baltimore, MD

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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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.

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