Gregory Wisniew
Gregory Wisniew is a CFP-designated registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 28 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
San Diego, CA
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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 operates his LPL business through Wisniew Financial Group, dedicating most of his time to it. He also owns rental properties and sells various insurance products, including life, disability, fixed annuities, LTC, and Medicare supplements, spending a few hours per week on each activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Lincoln Investment
Lincoln InvestmentBroker
Capital Analysts
NFP Securities, INC.
NFP Securities, INC.Broker
Capital Analysts, IncorporatedBroker
Wma Securities, INC.Broker
Linsco/private Ledger CORP.Broker
State Registrations14 states
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
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