Merrill
47yrs
Top 1% by experience in Naples
11yrs
Gregory Brown
Financial advisor at Merrill
Gregory Brown has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Naples, Florida. Gregory has been with Merrill since 2017; before that, Gregory spent a year at TD Ameritrade Investment Management and a year at TD Ameritrade. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 1061 advisors with offices in Naples, and one of 973 fiduciaries.
At a glance
Experience11 years (since 2016)
How that compares ?11 years in the industry
Office9128 Strada Pl, Naples, FL 34108
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowMerrillCurrent firm
- Mar 2016 – Jun 2017TD Ameritrade Investment Management, LLCPreviously
- Mar 2016 – Jun 2017TD Ameritrade, Inc.Previously
Contact Gregory
(800) 637-7455Firm headquarters in New York, NY. Ask for Gregory. 9128 Strada PlNaples, FL 34108Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
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?
- 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 Merrill at (800) 637-7455 and ask for Gregory Brown. Gregory works from the Naples, FL office.
How long has Gregory been a financial advisor?
Gregory has been in the industry since 2016, about 11 years. 11 years in the industry.
What licenses does Gregory hold?
Series 66. Tap any license on this page to see what it allows.
Is Gregory a fiduciary?
Gregory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gregory paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. 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.
Other advisors nearby
McDermott Investment Advisors
47yrs
Top advisor by experience at McDermott Investment Advisors
Wells Fargo Advisors
47yrs
Top 1% by experience in Naples
Merrill
46yrs
Top 1% by experience in Naples
Merrill
46yrs
Top 1% by experience in Naples
Wilmington Capital Securities
46yrs
Top advisor by experience at Wilmington Capital Securities