Gregory Vitale is a CFP, PFS-designated registered investment advisor, based in Davie, FL, with 27 years of industry experience.
Location
5240 S University Drive, Suite 106, Davie, FL, 33328
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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 sells equity indexed annuities through Avantax Insurance Agency LLC, dedicating minimal time to this activity. He is also a partner in multiple real estate and rental property ventures, and a partner at Vitale & Miller P.A. providing tax and accounting services full-time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
International Assets Advisory, LLCBroker
Asset & Financial Planning, LTD
Prime Capital Services, INC.Broker
Valmark Advisers, INC.
Valmark Securities, INC.Broker
State Registrations15 states
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