Gregory Shufro
Shufro, Rose & · New York, New York
Gregory Shufro is a fee-only financial advisor at Shufro, Rose & in New York, New York. Shufro, Rose & reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Shufro, Rose & |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.46B across 3,009 accounts |
| SEC registration | Investment adviser representative in CA, CO, CT, NY, TX · CRD 4718283 |
| Exams passed | Series 63 (2004) · Series 65 (2005) |
| Firm size | 27 employees |
| Disclosures | None reported |
| Website | www.shufrorose.com |
How Gregory's firm compares
- Shufro, Rose &'s average account is about $819,000, from its Form ADV (assets managed divided by 3,009 accounts).
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Questions about Gregory
Is Gregory Shufro a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Shufro, Rose & 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, Shufro, Rose &, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Gregory Shufro based?
Gregory Shufro is based in New York, New York.
Is Gregory Shufro registered with the SEC?
Yes. Gregory Shufro is registered as an investment adviser representative in CA, CO, CT, NY and TX (CRD 4718283), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Shufro, Rose & manage?
Shufro, Rose & reports $2.46B across 3,009 accounts in assets under management.
How do I contact Gregory Shufro?
Through Gregory's website, www.shufrorose.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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