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Gregory Miro Skrabonja III

Advisor at LPL Financial — Naples, FL

Updated today

Credentials

Series 63, Series 66

Experience

37 years

Location

Naples, FL

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,466 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Gregory Skrabonja III is a financial advisor with LPL Financial in Naples, FL, holding Series 63 and Series 66 registrations and bringing 37 years of industry experience. His prior work includes 11 years with Invest Financial Corp. and over three decades at Investment Concepts, a firm he has been associated with since 1994. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers various advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive operational resources and a broad range of affiliated financial activities.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Naples, FL

Naples FL

Advisors at this office

40

Most active in

Florida · Maryland · New Hampshire · New Jersey · Ohio · Pennsylvania · South Dakota

Work history

37 years of industry experience

LPL Financial

2018 - Present • 8 years

Cedar Grove, NJ

Invest Financial Corp.

2007 - 2018 • 11 years

Tampa, FL

Investment Concepts

1994 - Present • 32 years

Franklin Lakes, NJ

Disclosures

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

Business activities & affiliations

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Ruth G

Series 66

Naples, FL

Juth Investment Advisory

Ruth Grogan is a financial advisor at Juth Investment Advisory with three years of industry experience. She holds a Series 66 designation and previously worked at Pershing LLC and BNY Mellon. Juth Investment Advisory serves individual clients and small businesses, offering financial planning and discretionary investment management across various asset classes including equities, options, ETFs, and fixed income. The firm uses a hybrid strategic-and-tactical allocation approach with periodic rebalancing and quarterly reviews to align portfolios with client goals and risk tolerance.

Retirement withdrawal strategies General tax planning Options & derivatives strategies ESG / Sustainable investing Tax-loss harvesting
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Jonathan G

Series 63, Series 66

Naples, FL

Juth Investment Advisory

Jonathan Grogan is a financial advisor at Juth Investment Advisory with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Pershing LLC, Evergreen, and Northwestern Mutual. Outside of advising, he manages Jonathan Grogan Acting Services LLC, an acting business focused on TV and film productions. Juth Investment Advisory serves individual clients and small businesses, offering financial planning and discretionary investment management with a focus on publicly traded equities, options, ETFs—including cryptocurrency-related ETFs—and fixed income. The firm employs a hybrid strategic-and-tactical allocation approach with periodic rebalancing and quarterly reviews, and it serves a broad client base that includes institutional categories not often targeted by firms of its size.

Retirement withdrawal strategies General tax planning Options & derivatives strategies ESG / Sustainable investing Tax-loss harvesting
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Austin A

Series 65

Naples, FL

Massari Asset Management LLC

Austin Alhajj is a financial advisor at Massari Asset Management LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Algo Exchange and Trade Club, among others. He is also involved with Massari Intelligence LLC, a technology company affiliated with his firm that develops AI and research tools. Massari Asset Management LLC provides discretionary investment management to a diverse client base, utilizing AI-assisted research and systematic quantitative models for equity strategies, along with direct-indexing and tax-loss harvesting techniques.

Tax-loss harvesting Active portfolio management Factor investing / smart beta
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Charley C

CFP®, Series 63, Series 66

Naples, FL

Local Wealth Advisors

Charley Corbett is a CFP® professional with 16 years of industry experience, currently serving as the sole advisor at Local Wealth Advisors in Naples, FL. His prior experience includes roles at Aviance Capital Partners LLC, Nova Wealth Management, and Charles Schwab. Outside of his advisory work, he manages homeowner association operations as a self-employed property management professional. Local Wealth Advisors manages private investment funds for qualified investors and provides retirement plan consulting and management for employer plan sponsors. The firm combines fundamental analysis with Modern Portfolio Theory, utilizing both passive and active investment vehicles within an asset-allocation framework that prioritizes liquidity, tax considerations, and diversification.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Founder/Business Owner Retired

Jaime B

CFP®, CPA

Naples, FL

Susko Wealth Advisors

I work with my clients to identify their goals and dreams, assisting them in navigating their individual roadmaps strategically and efficiently toward financial well-being. I was inspired to become a CFP® after spending years in the accounting and tax industry. I worked for Arthur Andersen, LP in New York City as an auditor and later joined my father, Robert Susko, in his tax practice. I recognized the need to serve my clients beyond my role as a Certified Public Accountant. Over the years, I observed how uncomfortable my clients were discussing their finances and how underprepared they were for their retirement. What kept me awake at night though, was how dependent one spouse typically was on the other for handling all the household finances. I noticed traditionally this role fell upon the husband. Since women typically outlive men, I saw too many widows grieving the loss of their spouse while simultaneously trying to put the pieces of their financial puzzle together. I vowed to change this trend. That is why I earned my CFP and why I am so passionate about helping families plan for the future.

Retirement income strategy Inherited wealth Baby Boomers (Born 1946-1964) FIRE (Financial Independence Retire Early)
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Mark H

Series 65

Naples, FL

MTH Trading & Capital Management, LLC

Mark Harrison is a financial advisor at MTH Trading & Capital Management, LLC, an independent firm based in Naples, FL. He holds a Series 65 designation and has 16 years of industry experience. Harrison has been with MTH Trading & Capital Management since 2009. MTH Trading & Capital Management provides portfolio management and Investment Supervisory Services primarily for individual and high-net-worth clients, utilizing a combination of charting, fundamental, technical, and cyclical analysis. The firm employs strategies including long- and short-term trading, short sales, and options writing, and operates with discretionary trading authority while focusing on equities, bonds, fixed income, ETFs, and government securities.

Options & derivatives strategies
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