Gregg T. Abella
Professional summary
Gregg Thomas Abella, AIF® is a registered financial advisor currently at INVESTMENT PARTNERS ASSET MANAGEMENT located in Metuchen, New Jersey.
Gregg is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Gregg has worked at 3 firms and has passed the Series 65, Series 66, Series 63, Series 99TO, Series 57TO, Series 7TO, SIE, Series 55, Series 7, Series 27 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gregg Thomas Abella's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 18, 2002 - Present
INVESTMENT PARTNERS ASSET MANAGEMENT
Office #1: 10 Station Place, Metuchen, NJ 08840March 17, 2004 - June 1, 2021
T.R. WINSTON & COMPANY, LLC
January 13, 1999 - April 7, 2004
INVESTMENT PARTNERS, INC.
Primary Firm SEC Registration
INVESTMENT PARTNERS ASSET MANAGEMENT
CRD#: 121812 / SEC#: 801-61906
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/3/2021)
(7/18/2002)
(5/6/2021)
(3/6/2023)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 57TO
Date: 1/2/2023
Securities Trader ExamSeries 7TO
Date: 10/9/2022
General Securities Representative ExaminationSeries 55
Date: 9/6/2000
Limited Representative-Equity Trader ExamCurrent Firm
INVESTMENT PARTNERS ASSET MANAGEMENT
CRD#: 121812 / SEC#: 801-61906
Contact information
SEC notice filing (14 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 535 |
| AUM (Assets Under Management) | $ 263,774,183 |
Red Flags
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