Gregory
Klipstein
Centura Wealth Advisory
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About this Advisor
Gregory Klipstein is a financial advisor based in Williamstown, New Jersey, working with Centura Wealth Advisory. Gregory has previously held positions at Td Private Client Wealth LLC, The Pnc Financial Services Group, Inc, Jfs Wealth Advisors, LLC, and Ccg Wealth Management LLC. Gregory has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Gregory is part of Centura Wealth Advisory, which operates out of Williamstown, New Jersey. The firm has 4 offices and 39 employees. The firm manages assets totaling $643.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Centura Wealth Advisory includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Centura Wealth Advisory Brokerage Details
$642,975,493
39
1,425
$451,211
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Gregory Klipstein Work History
Ccg Wealth Management LLC
Jfs Wealth Advisors, LLC
Td Private Client Wealth LLC
The Pnc Financial Services Group, Inc
Disclosures
Please visit the SEC profile of Gregory Klipstein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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