Gina
Griffo

Parks Capital

CRD#3046431
Investment Advisor
in Pittsford, NY

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About this Advisor

Gina Griffo is a financial advisor operating out of Pittsford, New York with 12 years of relevant experience. Griffo is currently employed by Parks Capital. They have spent the entirety of their career at Parks Capital. Griffo has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Florida and New York. Parks Capital is an advisory business operating out of Pittsford, NY. It manages $65 million in assets under management between its 307 client accounts, making it one of the smaller investment advisory firms in the nation by assets under management. Of its 307 accounts, 22% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Parks Capital has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors largely vary depending on which services are provided. Fees billed by Parks Capital typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

145 Sully'S Trail Suite 5
Pittsford, NY 14534

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Parks Capital Brokerage Details

Total Assets Under Management

$65,115,956

NY Average: $7,464,549,021
Total Number of Employees

4

NY Average: 88
Total Number of Accounts

307

NY Average: 3,892
Average Account Size

$212,104

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Gina Griffo Work History

Gina has been registered as a financial advisor for 12 years.*

2005 - Present (19 years)

Ralph Parks Investment Group LLC D/B/A Parks Capital

*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 Gina Griffo 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 Parks Capital

Rajiv Dixit
Pittsford, NY
Gina Griffo
Pittsford, NY

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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