GC
ChFC
GC
ChFC

Gregory Castronovo

32 Years of Experience
Bozeman, MT
BrokerSells Insurance

Gregory Castronovo is a ChFC-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in Bozeman, MT, with 32 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

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Location

1276 N 15th Ave Ste 202, Bozeman, MT, 59715

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Gregory may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also owns Castronovo Financial Group, Inc., which involves managing representatives and sales of insurance and securities, taking up more than full-time hours, and owns investment properties, requiring minimal time.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
July 2006 - Present · 20 yrs
Northwestern Mutual Investment Services, LLCBroker
April 1993 - Present · 33 yrs 3 mos
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
June 1994 - January 2002 · 7 yrs 7 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Gregory Castronovo - Financial Advisor | TrueAdvisor