Gregory Agnone is a CFP-designated registered investment advisor, based in Chepachet, RI, with 29 years of industry experience.
Location
2 Chestnut Hill Road, Chepachet, RI, 02814
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gregory is the President and CEO of Chestnut Hill Insurance Group, dedicating about 10-20% of his time to insurance activities. He is also the President & CEO of Agnone and Associates Financial Services, taking nearly full-time hours, and a Notary Public, spending a few hours per week on notary services.
Employment History
Current Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
Round Hill Securities, INC.Broker
PFS Investments INC.Broker
State Registrations6 states
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