Gregory F Schmitter

Advisor at Edward Jones — Seneca Falls, NY

Updated today

Credentials

Series 66

Experience

1 year

Location

Seneca Falls, NY 13148-1408

Edward Jones logo

Edward Jones

Institution

Total advisors

24,228

Across 14,133 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Gregory Schmitter is a financial advisor at Edward Jones in Seneca Falls, NY, holding a Series 66 designation with one year of industry experience. Prior to joining the firm, he served with the New York State Police for 18 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Seneca Falls, NY

117 Fall St

Seneca Falls NY 13148-1408

Advisors at this office

2

Most active in

New York

Work history

1 year of industry experience

Edward Jones

2025 - Present • 1 year

St. Louis, MO

New York State Police

2007 - 2025 • 18 years

Auburn, 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

Michael H

Series 63, Series 65

Auburn, NY

Genesee Capital Advisors, LLC

Michael Hearn is a financial advisor with Genesee Capital Advisors, LLC in Auburn, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments for 11 years. Hearn serves on the advisory board of the Skaneateles Lake Association, an environmental nonprofit. Genesee Capital Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm uses a primarily long-term investment approach with diversified model portfolios and applies an internal due-diligence process that considers custodial and tax constraints.

Retirement plans for business owners (SEP, solo 401k)
user avatar

Ryan P

Series 63, Series 65

Auburn, NY

Genesee Capital Advisors, LLC

Ryan Pine is a financial advisor with Genesee Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Genesee Capital Advisors since 2013 and was previously employed at Purshe Kaplan Sterling Investments. Outside of his advisory role, he is an insurance agent and a member of a real estate review partnership. Genesee Capital Advisors serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses with discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services. The firm utilizes model portfolios primarily composed of mutual funds and ETFs, combining fundamental and technical analysis in a long-term investment approach while accommodating shorter-term trades for rebalancing, tax management, or cash needs.

Retirement plans for business owners (SEP, solo 401k)
user avatar

James D

Series 63, Series 65

Waterloo, NY

Blackridge Asset Management, LLC

James Durso is a financial advisor at Blackridge Asset Management, LLC with 42 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior work includes roles at Cadaret, Grant & Co., Inc. and Invest Financial Corporation. Outside of advising, he operates a separate financial advisory business and serves as a notary public in New York. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored portfolio management through a network of advisers and utilizes affiliated platforms for portfolio management and trading.

General tax planning
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Richard L

Series 66

Geneva, NY

Commonwealth Financial Network

Richard Lavoie is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 23 years of industry experience. He has been with Commonwealth since 2014 and currently operates StillWater Planning Group. Outside of advisory work, he is involved in fixed insurance sales and owns several private entities related to securities and real estate management. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and comprehensive back-office support, allowing advisors discretion in portfolio construction alongside managed model portfolios and personalized investment solutions.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Austin A

Series 63, Series 66

Phelps, NY

Empower Advisory Group

Austin Allen is a financial advisor at Empower Advisory Group with three years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Eagle Insurance and Strategic Financial Solutions. Before entering the financial industry, he spent five years working in junior and high schools. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach includes point-in-time financial plans and optional managed account solutions, integrating closely with Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Paul K

Series 66

Geneva, NY

Principal Financial Services

Paul Kato II is a financial advisor with Principal Financial Services, holding a Series 66 designation and two years of industry experience. Prior to joining Principal Securities and Principal Life Insurance Company in 2025, he worked at Equitable Advisors and spent over two decades at Avantor. In addition to his advisory role, he is involved in outside sales of various insurance products including life, disability income, annuities, health, long-term care, dental, Medicare, and medical insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services feature direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
Warmer team member

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