Greg Papantonio is a registered investment advisor at Planpilot, based in Centennial, CO, with 24 years of industry experience. Greg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 172 clients with $5.6B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
9200 E. Mineral Ave, Suite 100, Centennial, CO, 80112
Get directionsHistory
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 →Employment History
Current Registrations
Planpilot
Previous Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
U.S. Bancorp Investments, INC.Broker
Quick & Reilly, INC.Broker
UBS Painewebber INC.Broker
Dean Witter Reynolds INC.Broker
Fortis Investors, INC.Broker
State Registrations2 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.