Gregory Matzelle
Gregory Matzelle is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in West Palm Beach, FL, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
West Palm Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory is an independent contractor and owner of GNB Wealth Strategies Group, which is his DBA for his RJFS ICD, taking about half of his time. He is also an officer and president of Ten Ten Associates, LLC, which is used to pay for common expenses of an RJFS branch, dedicating minimal time to this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.Broker
Ladenburg, Thalmann & CO., INC.Broker
J. Gregory & Company, INC.Broker
State Registrations35 states
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