Gregory Shanaphy
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Summit, NJ 07901
Credentials
Series 63, Series 65
Industry experience
27 years
Gregory Shanaphy is a Senior Financial Advisor and Portfolio Manager at Merrill Lynch Wealth Management in Summit, New Jersey. He recently became a partner with the Hinds Fisher Ahern and Shanaphy Group, a 12-member team that combines diverse expertise in wealth management. With over 27 years of experience, Greg focuses on delivering tailored financial strategies aligned with each client's unique goals.
Prior to his current role, Greg was a Senior Vice President and Wealth Advisor with UBS-The Poppo Group for 17 years, where he designed and implemented sophisticated wealth management strategies. He also held positions as Vice President, Private Wealth Manager at Merrill Lynch Global Private Client and Vice President at AXA Advisors, specializing in advanced financial and estate planning. Greg's career includes a legal background with experience as General Counsel in investment banking, private practice, and the District Attorney's Office.
Greg holds a Juris Doctorate from Seton Hall University School of Law and a Bachelor's degree in Political Science with a minor in Economics from Montclair State University, which included a study abroad program at the University of Siena in Italy. He maintains registrations with FINRA Series 7, 24, 31, 63, and 65, as well as life and health insurance licenses. Greg serves on the Finance Committee of the Montclair State University Board and is a board member of the Seton Hall Preparatory Pirate Gridiron Club alumni association and Finance Committee.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
1 Deforest Ave
Summit, NJ 07901
New Jersey · Texas
Bank of America, N.A.
2025 - Present (1 year)
Merrill
2025 - Present (1 year)
UBS Financial Services Inc
2008 - 2025 (17 years)
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