Gregory Pienkosz is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Orlando, FL, with 24 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 Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
800 N Magnolia Ave Ste 1401, Orlando, FL, 32803
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory is a 10% owner and treasurer of Josie Aider & Associates LLC, dedicating minimal time to maintaining ledger accounts. He also has ownership stakes in Rachel Pienkosz & Associates, LLC and Alison Pienkosz & Associates, LLC, spending minimal time on administrative duties and acting as president, respectively.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Key Investment Services LLCBroker
Key Investment Services LLC
Mcdonald Investments INC.Broker
AXA Advisors, LLCBroker
State Registrations37 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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