CG
CG

Craig Gregozeski

25 Years of Experience
Atlanta, GA
Broker

Craig Gregozeski is a registered investment advisor at Wells Fargo Advisors, based in Atlanta, GA, with 25 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

4718 Layfield Dr, Atlanta, GA, 30338

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Craig is affiliated with Integrated Financial Group and IFG Advisory, LLC, a registered investment advisor, since 2014. He also owns Squire Asset Management, LLC, dedicating nearly full-time hours to it.

Employment History
Current Registrations
Wells Fargo Advisors
November 2023 - Present · 2 yrs 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
November 2023 - Present · 2 yrs 8 mos
Previous Registrations
Ifg Advisory, LLC
March 2014 - December 2023 · 9 yrs 9 mos
Ifg Advisory, LLC
March 2014 - August 2014 · 5 mos
LPL Financial LLCBroker
March 2014 - December 2023 · 9 yrs 9 mos
J.P. Morgan Securities LLC
July 2006 - March 2014 · 7 yrs 8 mos
J.P. Morgan Securities LLCBroker
June 2006 - March 2014 · 7 yrs 9 mos
Wachovia Securities, LLC
July 2003 - July 2006 · 3 yrs
Wachovia Securities, LLCBroker
July 2003 - July 2006 · 3 yrs
Prudential Securities Incorporated
April 2003 - July 2003 · 3 mos
Prudential Securities Incorporated
July 2002 - February 2003 · 7 mos
Prudential Securities IncorporatedBroker
May 2000 - July 2003 · 3 yrs 2 mos
State Registrations10 states
AKARCAFLGATXVAWAWIWY
AdvisorBrokerBoth

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
No exam information available for this advisor.