Part 2B of Form ADV: Brochure Supplement
Gregory Pool
1111 Brickell Ave
Suite 2180
Miami, FL 33131
(305) 702-3030
as of November 01, 2026
This brochure supplement provides information about Mr. Pool that supplements the Aligned Wealth Advisors, LLC brochure. You should have received a copy of that brochure. Please contact Nicholas Raffone, Chief Financial Officer of Aligned Wealth Advisors, LLC at (305) 702-3030 if you did not receive Aligned Wealth Advisors’ brochure or if you have any questions about the contents of this supplement.
Additional information about Mr. Pool is available on the SEC's website at www.adviserinfo.sec.gov.
Item 2: Educational Background and Business Experience
Full Legal Name: Gregory Daniel Pool Born: 1971
Education
Harvard University | Bachelor of Arts |
The Wharton School of the University of Pennsylvania | Master of Business Administration |
Business Experience
08/2026 – Present | Aligned Wealth Advisors, LLC | Private Wealth Advisor |
07/2023 – 08/2026 | NewEdge Wealth, LLC | Private Wealth Advisor |
06/2000 – 06/2023 | Wellington Management | Partner/Portfolio Manager |
Item 3: Disciplinary Information
Mr. Pool has no material disciplinary events to disclose.
Item 4: Other Business Activities
A. Investment-Related Activities
Mr. Pool is not actively engaged in any other investment related business or occupation.
B. Non-Investment Related Activities
Mr. Pool is not engaged in any other business or occupation that provides substantial compensation or involves a substantial amount of his or her time.
Item 5: Additional Compensation
Mr. Pool does not receive any economic benefit from a non-advisory client for the provision of advisory services.
Item 6: Supervision
The Aligned Board of Directors is responsible for supervising advisory personnel activities on behalf of Aligned Wealth Advisors. In addition, the firm’s Compliance team monitors Aligned Wealth personnel’s compliance with the firm’s compliance program, reporting to Nicholas Rafonne. Mr. Raffone, a member of the Board, and the firm’s Chief Financial Officer, may be reached by calling (305) 702-3030 or at nraffone@newedgecg.com.
