Gregory Mallia
Fortitude Advisory Group · New York, New York
Gregory Mallia is a fee-only financial advisor at Fortitude Advisory Group in New York, New York. Fortitude Advisory Group reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Fortitude Advisory Group |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $467.5M across 1,354 accounts |
| SEC registration | Investment adviser representative in NY · CRD 6257387 |
| Exams passed | Series 66 (2017) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | afminvestments.net |
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Questions about Gregory
Is Gregory Mallia a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Fortitude Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gregory charge for financial advice?
Gregory's firm, Fortitude Advisory Group, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Gregory Mallia based?
Gregory Mallia is based in New York, New York.
Is Gregory Mallia registered with the SEC?
Yes. Gregory Mallia is registered as an investment adviser representative in NY (CRD 6257387), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fortitude Advisory Group manage?
Fortitude Advisory Group reports $467.5M across 1,354 accounts in assets under management.
How do I contact Gregory Mallia?
Through Gregory's website, afminvestments.net.
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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