Gregory Latini is a CFP-designated registered investment advisor, based in Charlotte, NC, with 19 years of industry experience.
Location
1030 Admiral Nelson Ct, Charlotte, NC, 28262
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory is involved in several outside business activities. He owns a non-profit, Operation Sweet Tooth, dedicating about 10-20% of his time, and also owns two rental properties. Gregory also maintains an insurance license.
Employment History
Current Registrations
Vanguard Marketing Corporation
Vanguard Marketing CorporationBroker
Vanguard Advisers, INC.
Previous Registrations
Goldman Sachs Personal Financial Management
Tiaa-Cref Individual & Institutional Services, LLCBroker
Advice and Planning Services
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.
Waddell & Reed
Waddell & Reed, INC.Broker
Esi Financial Advisors
Equity Services, INC.Broker
Trident Partners LTD.Broker
Brookstreet Securities CorporationBroker
Morgan Stanley Dw 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.