Gregory Robert Masone

Current Employers

Employment History

• 09/2018 → 08/2020
  Marra & Glick Aba
  Westbury, NY
• 02/2018 → 09/2018
  Nassau Health Care Foundation
  East Meadow, NY
• 01/2017 → 02/2018
  Northwell Health
  Lake Success, NY
• 04/2015 → 01/2017
  Docs4Aday
  New York, NY
• 08/2020 → 02/2024
  American Portfolios Financial Services, Inc.
  Garden City, NY
• 12/2020 → 02/2024
  American Portfolios Advisors, Inc
  Garden City, NY
• 08/2020 → Present
  Gregory-Matthew Wealth Management & Retirement Planning, Inc.
  Garden City, NY
• 02/2024 → 09/2025
  Avantax Investment Services Inc.
  Garden City, NY
• 02/2024 → 09/2025
  Avantax Advisory Services
  Garden City, NY
• 02/2024 → 09/2025
  Avantax Insurance Agency, Llc
  Garden City, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Garden City, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-02-15 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Garden City, NY
  Garden City, NY
• 2022-01-03 → 2024-02-16
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

GREGORY-MATTHEW WEALTH MANAGEMENT & RETIREMENT PLANNING, INC. POSITION: Vice President NATURE: We offer investment planning, retirement planning, estate planning, risk analysis. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/15/2020 ADDRESS: 585 Stewart Ave, Suite 306, Garden City NY 11530, United States DESCRIPTION: Meet with clients, review investment performance, prepare retirement plans, implement investment strategies and answer financial services related questions.

Exams

• S66 Uniform Combined State Law Examination
  2020-12-03

Other Names

• Gregory Masone
• Gregory R Masone
• Greg Masone