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Gregg Thomas Abella

Investment adviser representative at Investment Partners Asset Management
21 yearsExperience
4 statesRegistered in
$333.4MFirm assets
23 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

21 years in the industry.

  1. Investment Partners Asset ManagementJul 2000 to now
  2. T.R. Winston & Company, LLCMar 2004 to Jun 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999
  • Series 66 · Uniform Combined State Law2002
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 4 states (MA, NJ, NY, TX).

Investment Partners Asset Management

$333.4MAssets managed
257Clients
8Advisers
23 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3160155
Firm CRD
121812
Advisor's SEC record (opens in a new tab)
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