Anthony Morgillo
Grey Ledge Advisors · Guilford, Connecticut
Anthony Morgillo is a fee-only financial advisor at Grey Ledge Advisors in Guilford, Connecticut, who holds the CFP credential. Grey Ledge Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Grey Ledge Advisors |
|---|---|
| Based in | Guilford, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $616.0M across 1,575 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT · CRD 3053010 |
| Exams passed | Series 63 (1998) · Series 65 (1999) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.greyledge.com |
| Profile |
How Anthony's firm compares
- Grey Ledge Advisors's average account is about $391,000, from its Form ADV (assets managed divided by 1,575 accounts).
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Questions about Anthony
Is Anthony Morgillo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anthony holds no broker registration, and Grey Ledge Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anthony charge for financial advice?
Anthony's firm, Grey Ledge Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Anthony Morgillo based?
Anthony Morgillo is based in Guilford, Connecticut.
What credentials does Anthony Morgillo hold?
Anthony Morgillo holds the CFP credential.
Is Anthony Morgillo registered with the SEC?
Yes. Anthony Morgillo is registered as an investment adviser representative in CT (CRD 3053010), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Grey Ledge Advisors manage?
Grey Ledge Advisors reports $616.0M across 1,575 accounts in assets under management.
How do I contact Anthony Morgillo?
Through Anthony's website, www.greyledge.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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