Gregory Alfredo Chona

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → 09/2016
  Ameriprise Financial Services, Inc.
  Sarasota, FL
• 04/2018 → 12/2018
  Lpl Financial, Llc
  Chicago, IL
• 10/2016 → 03/2018
  Unemployed
  Bradenton, FL
• 04/2018 → 12/2018
  Iht Wealth Management
  Chicago, IL
• 01/2019 → 09/2022
  Ameriprise Financial Services, Inc.
  Crown Point, IN
• 09/2022 → Present
  Equitable Advisors Llc
  New York, NY
• 01/2024 → Present
  Equitable
  Oak Brook, IL

Previous Registrations

• 2019-02-13 → 2022-09-26
  Ameriprise Financial Services, Llc
  Crown Point, IN
  Crown Point, IN
• 2018-04-24 → 2019-01-18
  Iht Wealth Management Llc
  Chicago, IL
• 2013-06-10 → 2016-09-01
  Ameriprise Financial Services, Llc
  Sarasota, FL
  Lakewood Ranch, FL
  Nokomis, FL
  Sarasota, FL
• 2008-03-07 → 2013-06-11
  Msi Financial Services, Inc.
  Sarasota, FL
• 2006-08-07 → 2008-02-14
  Brookstone Securities, Inc.
  Sarasota, FL
  Lakeland, FL
  Lakeland, FL
  Sarasota, FL
• 2003-03-14 → 2006-04-27
  Raymond James Financial Services, Inc.
  Bradenton, FL
  Bradenton, FL
  Sarasota, FL
• 2002-05-16 → 2003-03-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sarasota, FL

Other Businesses

Secondary POA and Trustee for mother, Start date 7/2023

Exams

• S66 Uniform Combined State Law Examination
  2002-05-13
• S63 Uniform Securities Agent State Law Examination
  1987-07-24

Other Names

• Gregory Alfredo Chona
• Gregory Alfred Chona