Merrill
47yrs
Top advisor by experience in Red Bank
19yrs
Gregory Dillon
Full name on record: Gregory F Dillon
Financial advisor at Prosperity Capital Advisors
Gregory Dillon is a financial advisor in Red Bank, New Jersey, with 19 years in the industry. Gregory joined Prosperity Capital Advisors in 2023, a firm offering financial planning, investment management, and selecting outside investment managers. Gregory’s designations include CFA and CFP®.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 61% of advisors at Prosperity Capital Advisors
Office331 Newman Springs Road Building. 1, Suite 107, Red Bank, NJ 07701
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$506,095
Advisors at the firm101
States licensed ?1 state
Services through Prosperity Capital Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFACFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2023 – nowProsperity Capital AdvisorsCurrent firm
Questions to ask Gregory
Tailored to Gregory’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Gregory
How do I contact Gregory?
Call Prosperity Capital Advisors at (888) 240-0064 and ask for Gregory Dillon. Gregory works from the Red Bank, NJ office.
How long has Gregory been a financial advisor?
Gregory has been in the industry since 2007, about 19 years. More experience than 61% of advisors at Prosperity Capital Advisors.
What licenses does Gregory hold?
Series 63. Tap any license on this page to see what it allows.
Is Gregory a fiduciary?
Gregory is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Gregory paid?
Prosperity Capital Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Gregory for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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