Greg
Margevicius
Money Concepts Capital Corp
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About this Advisor
Greg Margevicius is a financial advisor operating in Lakewood, Ohio who has 3 years of relevant experience. Margevicius works at Money Concepts Capital Corp. Throughout their career, Margevicius has worked at Ohio Wesleyan University, Baird Private Wealth Management, Skylight Financial Group, Uber Eats, Student and Money Concepts Capital Corp. Margevicius maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Ohio. Money Concepts Capital Corp is a firm based out of Palm Beach Gardens, FL. The firm has offices in 24 locations and a total of 429 advisors. It manages $3 billion in total assets across its 14,957 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 41 charitable organizations. Of its 14,957 accounts, just 2% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The company has a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. A financial advisor's fees usually depend on which services are offered. However, fee types charged by Money Concepts Capital Corp can include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Money Concepts Capital Corp Brokerage Details
$2,644,047,829
429
14,957
$176,777
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Greg Margevicius Work History
Greg has been registered as a financial advisor for 3 years.*
Uber Eats
Money Concepts Capital Corp
Ohio Wesleyan University
Skylight Financial Group
Baird Private Wealth Management
Ohio Wesleyan University
Ohio Wesleyan University
Ohio Wesleyan University
Ohio Wesleyan University
Student
*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 Greg Margevicius 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 Money Concepts Advisory Service
Palm Beach Gardens, FL
Owensboro, KY
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Mcallen, TX
Palm Beach Gardens, FL
Loveland, CO
Palm Beach Gardens, FL
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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