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Chief Investment Officer, Managing Member · Argosy-Lionbridge Management, LLC

Gregory M. Morillo

CRD 4987625 · Named on Form ADV at one SEC-registered adviser

At a glance

Argosy-Lionbridge Management, LLC, an SEC-registered asset manager based in Wayne, PA with $189 million in regulatory assets, lists Gregory M. Morillo on its Form ADV as Chief Investment Officer, Managing Member, a control person.

Firms and roles

AtlasMembers

Gregory’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • David J. ButlerCo-Chief Executive Officer, Argosy-Lionbridge Management, LLC
  • Andrew J. StewartCo-Chief Executive Officer, Argosy-Lionbridge Management, LLC
  • Yolanda L. CafieroChief Compliance Officer, Chief Financial Officer, Argosy-Lionbridge Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gregory’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.