user avatar

Gregory Thomas Eckl

Advisor at Guardian Life — Melville, NY 225 Broadhollow Road

Updated today

Credentials

Series 66

Experience

9 years

Location

Melville, NY 11747

Guardian Life logo

Guardian Life

Enterprise

Total advisors

1,910

Across 510 offices

Clients per advisor

42 Low

Avg AUM per client

$230,599 Low

HNW client ratio

22% Typical

About

Gregory Eckl is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 credential and nine years of industry experience. He has been with Guardian Life since 2015 and Park Avenue Securities since 2023. Outside of his advisory work, he leads an annual battlefield tour in Gettysburg and serves on the Board of Advisors at Siena University. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, pension plans, charitable organizations, and corporate clients, offering both discretionary and non-discretionary investment management through proprietary and third-party models.

Client services

Based on Guardian Life

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Guardian Life

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments

Occupation focus

Based on Guardian Life

Founder/Business Owner Retired Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees for financial planning, consulting, business exit consulting generally $500 to $30,000.

Percentage

$0 - $499,999.99: 2.05% (Park Avenue Portfolio Select Program maximum client fee) $500,000 - $999,999.99: 2.00% (Park Avenue Portfolio Select Program maximum client fee) $1,000,000 - $1,999,999.99: 1.95% (Park Avenue Portfolio Select Program maximum client fee) $2,000,000+: 1.90% (Park Avenue Portfolio Select Program maximum client fee)

Commissions

Brokerage commissions on transaction-based accounts; ticket charges $10 per transaction for Park Avenue Portfolio Select.

Project-based

Hourly fees for financial planning and consulting generally $100 to $500 per hour.

Subscriptions

Subscription-Based Financial Planning fees up to $25,000 per agreement annually; Subscription-Based Business Financial Consulting fees up to $30,000 annually or per engagement.

Other

Account minimum: $5,000 (VestWise minimum), $10,000 (most Park Avenue Proprietary Programs minimums, including Park Avenue Portfolio Select [closed to new investors], Park Avenue Signature Portfolio, Foundations, Quantitative Innovations, Park Avenue Strategist Select and Plus, UMA Select) Minimum fee: Annual Platform Fee minimum $90 per household for Park Avenue Proprietary Programs other than VestWise. Fee-only: Advisory and financial planning fees negotiated; financial planning fees range generally $100/hour to $500/hour or flat fees $500 to $25,000; subscription plans up to $25,000 annually.

Location

See office

Melville, NY 225 Broadhollow Road

225 Broadhollow Road, Suite 105

Melville NY 11747

Advisors at this office

12

Most active in

Arizona · California · Connecticut · Florida · Illinois · Maryland · Massachusetts · New Jersey · New York · North Carolina

Work history

9 years of industry experience

Park Avenue securities

2023 - Present • 3 years

New York, NY

Guardian life Insurance Company

2023 - Present • 3 years

New York, NY

Park Avenue securities

2023 - Present • 3 years

Melville, NY

Guardian life Insurance Company

2023 - Present • 3 years

Melville, NY

Guardian Life

2016 - Present • 10 years

Latham, NY

Excelsior College

2016 - 2018 • 2 years

Albany, NY

Guardian Life Ins

2015 - Present • 11 years

Latham, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Paul B

Series 63, Series 65, Series 66

Melville, NY

BIGGIN, INC.

Paul Biggin is the sole advisor at BIGGIN, INC., an independent firm based in Melville, NY. He holds Series 63, Series 65, and Series 66 designations and has four years of industry experience. He has been with BIGGIN, INC. since 2012. BIGGIN, INC. provides personalized investment management primarily to individual clients, including high-net-worth individuals, using both discretionary and non-discretionary portfolio management. The firm employs fundamental, technical, and cyclical analysis and utilizes a variety of strategies, including option writing, while coordinating with clients’ outside professionals as needed.

Options & derivatives strategies
user avatar

Andre M

CFP®, Series 63

Baldwin, NY

Delphin Investments

Andre Mcdonnaugh is a CFP® with 37 years of industry experience and is currently the sole advisor at Delphin Investments. He has previously worked at McDonnaugh Securities LLC and leads AIMCDONNAUGH & CO., which includes the provision of auto, home, and business insurance sales. Additionally, he owns AIM Tax Service, a business focused on income tax preparation. Delphin Investments serves primarily institutional investors and sophisticated individuals through pooled investment funds and separate-account OCIO engagements. The firm employs a proprietary asset-allocation model, combines multiple equity strategies, and offers specialized regional funds and investment technology products.

Active portfolio management Private / alternative investments Factor investing / smart beta Founder/Business Owner Executive Immigrants
user avatar

John A

Series 63, Series 65

Saint James, NY

Advanced Portfolio Services LLC

John Agoglia is the sole advisor at Advanced Portfolio Services LLC in Saint James, NY, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked at E D & F Man Capital Markets Inc since 2013 and operates JDA Trading LLC, a personal investment vehicle focused on trading and analyzing investment opportunities. Advanced Portfolio Services LLC is a state-registered investment adviser offering discretionary portfolio management and consultation services to a diverse client base, including individuals, family offices, and corporations. The firm employs a global macro investment approach combining technical and qualitative analysis, with portfolios that may include index exposure, selective hedging, and options or margin strategies.

Active portfolio management Concentrated stock management

Amir N

CFP®, EA

Huntington, NY

N Financial Plans

Hi, I’m Amir Noor—a fee-only financial advisor who specializes in helping high-net-worth clients navigate complex financial and tax planning. As a Certified Financial Planner™ (CFP®), an Enrolled Agent (EA), and Chartered Retirement Plan Specialist™ (CRPS™), I bring a varied lens to your finances: strategic, goal-oriented planning and expert-level tax guidance. I don’t accept commissions, product sales kickbacks, or referral fees—just clear, objective advice that puts your best interests first. My origin story begins on Long Island, where I was raised in an immigrant household defined by entrepreneurial highs and devastating lows. My father, a risk-taking entrepreneur, passed away while I was still in high school. Overnight, I found myself managing our family’s finances and hustling to support us—building websites and offering tech support to local businesses before I was old enough to vote. At 19, I got licensed as an insurance agent and began my journey in financial services. (No, I no longer sell products.) I started college as a computer science major but graduated from SUNY Stony Brook with a finance degree after realizing where I could have the greatest impact. My early entry into the field means I’ve now worked in financial services for nearly two decades—while still in my thirties. That experience spans a broad range of clients, from 22 to 70+, across professions like law, medicine, finance, and entrepreneurship. I’m fluent in their language and the challenges they face, from correcting mismanaged 401(k)s to addressing underinsured households to navigating unexpected windfalls and offshore asset transfers. Clients often tell me I “get it”—because I’ve lived it. I know what it’s like to be the first line of financial defense for your family or your business. And I know how overwhelming it can feel when you're not sure who to trust. That’s why I built my practice around transparency, technical expertise, and deep empathy. Today, I live in Huntington, Long Island, with my growing family. I continue to work closely with attorneys, medical professionals, and small business owners—helping them gain clarity, reduce risk, and build lasting wealth. Let’s talk. And if you have a great restaurant recommendation, we’ll get along just fine.

Tax strategies for small businesses Business ownership considerations General tax planning Founder/Business Owner Gen Y/Millennials (Born 1980-1995)
user avatar

Michael R

Series 66

Melville, NY

Mountain Creek Capital, LLC

Michael Reidlinger is a financial advisor at Mountain Creek Capital, LLC with 13 years of industry experience. He has held the Series 66 designation and previously worked at Axa Advisors, LLC from 2010 to 2018 before founding Mountain Creek Capital in 2018. Mountain Creek Capital provides discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and economic analysis to tailor portfolios, incorporating equities, bonds, mutual funds, limited partnerships, and options strategies, with integrated risk management and regular account reviews.

Options & derivatives strategies Concentrated stock management
user avatar

Jonathan F

Series 63, Series 66, Series 65

Garden City, NY

Fischer Advisors LLC

Jonathan Fischer is the principal advisor at Fischer Advisors LLC with 10 years of industry experience. He previously worked at Credit Suisse and S3 Partners before founding his independent firm in 2024. Fischer Advisors LLC provides portfolio management and financial planning services primarily for individual and high-net-worth clients, utilizing a combination of long- and short-term trading strategies along with access to private placements and venture capital opportunities. The firm employs an Investment Policy Statement tailored to client objectives and risk tolerance and manages all assets on a discretionary basis.

Wealth management College savings (529s, UTMA, etc.)
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")