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.
Credentials
Series 66
Experience Industry experience
13 years
Location
Port Huron, MI 48060
Equitable Advisors
Institution
Matthew Gregor is a Series 66-licensed financial advisor with 13 years of industry experience, currently with Equitable Advisors since 2013. He previously worked at AxA Advisors from 2013 to 2020. Outside of his advisory role, Gregor is a member of Aspen LLC. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a variety of third-party advisory models and provides ERISA fiduciary services through credentialed representatives.
Based on Equitable Advisors
Based on Equitable Advisors
Financial planning fixed fees range from $250 to $25,000.
$0+: 0% for financial planning fees (not AUM based) $0+: 0.20% to 2.50% annually for asset management advisory services, depending on the LPL or TAMP program and asset levels as summarized in detailed tier chart $0+: 0.30% to 2.50% maximum annual advisory fees across various LPL programs and TAMPs, negotiable
Brokerage and insurance commissions are received when clients purchase such products separately from advisory services.
Financial planning hourly fees generally range from $100 to $400 per hour.
Minimum fee: Financial planning fixed fees range from $250 to $25,000 for new clients; follow-on reviews range from $250 to $12,500. Hourly rates range from $100 to $400 per hour. Fee-only: Financial planning fixed fees $250 to $25,000, hourly fees $100 to $400 per hour.
Port Huron, MI Huron Ave
208 Huron Ave, Ste 208
Port Huron MI 48060
Advisors at this office
2
Michigan · Texas
13 years of industry experience
Equitable Advisors
2013 - Present • 13 years
New York, NY
AxA Advisors
2013 - 2020 • 7 years
New York, NY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Fort Gratiot, MI
Insight Folios
Ryan Mc Neill is a financial advisor at Insight Folios with eight years of industry experience. He holds a Series 65 designation and has worked at Legacy Life Financial, Insight Folios, Brookstone Capital Management, and Great Lakes Insurance. In addition to his advisory role, he is an insurance producer involved in the sale of life and health insurance and annuity products. Insight Folios provides portfolio management and financial planning services primarily for individual and high-net-worth clients, as well as ERISA plan consulting and participant advisory services. The firm serves other registered investment advisers through sub-advisory relationships and employs a team-based approach supplemented by proprietary planning software and artificial intelligence tools.
CFP®, Series 63, Series 65
Port Huron, MI
Mariner Independent
Michael Glenn is a CFP® with 25 years of industry experience, currently affiliated with Mariner Independent in Port Huron, MI. His prior roles include positions at Huntington National Bank and Oppenheimer. He also offers investment services through Sterling Private Wealth and Mariner Platform Solutions. Mariner Independent serves individuals, trusts, pension plans, and charitable organizations through a network of investment adviser representatives, providing financial planning, portfolio management, and access to a broad range of investment tools and affiliated business services.
Series 65
Port Huron, MI
Mariner Independent
Christine Newberry is a financial advisor at Mariner Independent with a Series 65 designation and over 20 years of experience, including a long tenure at Huntington National Bank. She has been affiliated with Mariner Platform Solutions and Sterling Private Wealth since 2025. Mariner Independent offers investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides access to model portfolios, third-party managers, and retirement plan services, supported by institutional resources and affiliated private funds.
Series 66
Wales, MI
SPC
Bailey Spencer is a financial advisor at SPC with a Series 66 designation and five years of industry experience. Prior to joining SPC, Bailey worked at Sigma Financial Corporation and held various roles at other companies including Rei and LAZ Parking. Outside of financial advising, Bailey also works part-time as a food delivery driver for Door Dash. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm operates a large advisory network serving over 30,000 clients and delivers tailored, discretionary investment advice primarily through the SIGMA Managed Account and other programs.
CFP®, ChFC®, Series 63, Series 65
Lakeport, MI
Osaic Advisory Services, LLC
Todd Shivers is a CFP® and ChFC® with 26 years of industry experience. He currently serves as an advisor at Osaic Advisory Services, LLC and has held prior roles at Sigma Financial Corp and SPC. He is also president of Todd Shivers Financial Services, Inc., which sells life, health, long-term care insurance, and annuities. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a diverse client base including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of managed programs, retirement plan consulting, financial planning, and access to alternative investments, utilizing fundamental and technical analysis alongside tactical trading and direct indexing strategies.
Series 63, Series 65
Port Huron, MI
Oppenheimer
Jeffrey Rancilio is a financial advisor at Oppenheimer with 38 years of industry experience. He has held Series 63 and Series 65 designations and has been with Oppenheimer since 1999. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm provides a range of programs and advisory services, including discretionary and non-discretionary portfolio management, financial planning, and consulting.
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