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Gregory Sardzinski

25 Years of Experience
Greensboro, NC
Broker

Gregory Sardzinski is a registered investment advisor at Raymond James & Associates, INC., based in Greensboro, NC, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

804 Green Valley Road, Suite 100, Greensboro, NC, 27408

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
March 2023 - Present · 3 yrs 2 mos
Raymond James & Associates, INC.Broker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2007 - March 2023 · 16 yrs
Banc of America Investment Services, INC.
October 2003 - March 2007 · 3 yrs 5 mos
Banc of America Investment Services, INC.Broker
March 2001 - March 2007 · 6 yrs
State Registrations30 states
ALCACOCTDEFLGAIAILINKSMAMDMIMOMSNCNHNJNVNYOHOKPASCTNTXVAWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.