RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
A•••••• F••• M•••••••
- Title
- Vice Presidentreportedgreyledge.comfirm site, Sep 15, 2026
- Designations
- CFPreportedgreyledge.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 30reportedgreyledge.com“Vice President and Wealth Management Advisor Anthony Morgillo joined Grey Ledge Advisors in 2020, bringing his 30 years of experience in the financial services industry to our team.”
- Professional profile
- greyledge.com/member/anthony-morgilloreportedgreyledge.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- G••• L•••• A•••••••• L•• independent RIA currentsince Aug 7, 2020 · Guilford, Ct
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseMar 7, 2013 to Jun 17, 2020 · Guilford, Ct
- H••• S••••••••• •••• I••• BD affiliatedMar 23, 2011 to May 21, 2012 · Monroe, Ct
- N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N•• formerApr 3, 2006 to Mar 14, 2011 · South Windsor, Ct
- O•••• F•• I••• formerMay 5, 2003 to Apr 3, 2006 · Guilford, Ct
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseSep 25, 2000 to May 5, 2003 · New Haven, Ct
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to G••• L•••• A•••••••• L••left Jun 17, 2020, registered Aug 7, 2020 (51 days) · Wirehouse to independent RIA
- H••• S••••••••• •••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left May 21, 2012, registered Mar 7, 2013 (290 days) · Other
- N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N•• to H••• S••••••••• •••• I•••left Mar 14, 2011, registered Mar 23, 2011 (9 days) · Other
- O•••• F•• I••• to N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N••left Apr 3, 2006, registered Apr 3, 2006 (0 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to O•••• F•• I•••left May 5, 2003, registered May 5, 2003 (0 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address