Gregory
Brushett

New Age Alpha

CRD#6194731
Investment Advisor
in Rye, NY

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About this Advisor

Gregory Brushett is a financial advisor based in Rye, New York, working with New Age Alpha. Gregory has previously held positions at UBS Global Asset Management, Raymond James Financial, Inc, New Age Alpha Advisors, LLC, Northern Lights Distributors, LLC, and Ultimus Fund Distributors, LLC. Gregory has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York. Currently, Gregory is part of New Age Alpha, which operates out of Rye, New York. The firm has 1 office and 27 employees. The firm manages assets totaling $195.9 million. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and publication of newsletters. The fee structure at New Age Alpha includes asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

555 Theodore Fremd Avenue Suite A-101
Rye, NY 10580

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New Age Alpha Brokerage Details

Total Assets Under Management

$195,933,419

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

27

NY Average: 88
Total Number of Accounts

2

NY Average: 3,892
Average Account Size

$97,966,710

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters

Gregory Brushett Work History

2024 - Present (0 year)

Ultimus Fund Distributors, LLC

2019 - Present (5 years)

New Age Alpha Advisors, LLC

2021 - 2022 (1 year)

Northern Lights Distributors, LLC

2018 - 2019 (1 year)

Raymond James Financial, Inc

2013 - 2018 (5 years)

Ubs Global Asset Management

Disclosures

Please visit the SEC profile of Gregory Brushett 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 New Age Alpha

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