Avantax Advisory Services

Investment Advisor
in Manlius, NY

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About this Advisor

Gregory Wilt is a financial advisor operating in Manlius, New York with 2 years of relevant experience. Wilt is an employee of Avantax Advisory Services. Their career trajectory has included roles at Avantax Advisory Services, Gregory Wilt, Cpa, Pc, Cny Abode, LLC, Kafl Resources, LLC, Excellus Ritter Insurance Marketing, Kitschy Collective LLC, Humana Insurance, United Healthcare and Avantax Investment Services, Inc. Wilt holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in New York. Avantax Advisory Services is a registered investment firm that has its headquarters in Coppell, TX. It has offices in 1,514 locations and a total of 2,433 advisors. It controls $31 billion in assets under management across its 123,393 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Of its 123,393 client accounts, just 6% are held by high-net-worth clients who have more than $1 million in assets available to invest. Avantax Advisory Services offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial advisory services usually depend on which services are offered. Fees charged by Avantax Advisory Services most likely consist of asset-based, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

320 Fayette St
Manlius, NY 13104

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Avantax Advisory Services Brokerage Details

Total Assets Under Management


NY Average: $3,042,739,679
Total Number of Employees


NY Average: 49
Total Number of Accounts


NY Average: 2,315
Average Account Size


NY Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Gregory Wilt Work History

Gregory has been registered as a financial advisor for 2 years.*

2020 - Present (3 years)

Gregory Wilt, Cpa,Pc

2019 - Present (4 years)

Kafl Resources, LLC

2019 - Present (4 years)

Excellus Ritter Insurance Marketing

2019 - Present (4 years)

Kitschy Collective LLC

2018 - Present (5 years)

Cny Abode, LLC

2010 - Present (13 years)

Avantax Advisory Services

2010 - Present (13 years)

Avantax Investment Services, Inc

2020 - 2022 (2 years)

United Healthcare

2019 - 2022 (3 years)

Humana Insurance

*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.


Please visit the SEC profile of Gregory Wilt 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 Avantax Advisory Services

Ryan Newton
Irving, TX
Mark Stack
Buffalo, NY
Nicholas Randone
Melville, NY
Alexander Folken
Fullerton, CA
Jeanne Helmar
Lansdale, PA
Gabriel Sandler
Ann Arbor, MI
Denissia Gordon
Dallas, TX
Andrew Smith
Gadsden, AL

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

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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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