Gregory Rahmlow is a CFP, ChFC-designated registered investment advisor at Wells Fargo Advisors, based in Pittsford, NY, with 18 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
1200 Pittsford Victor Rd Ste 100, Pittsford, NY, 14534
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
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations22 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
More Advisors
- Christian Gehlen, ChFCWells Fargo Advisors
- Edward Lipski, CFPWells Fargo Advisors
- Joseph Tobin, CFPWells Fargo Advisors
- Allen Cantoni, CFPWells Fargo Advisors
- Robert KatzWells Fargo Advisors
- Robert Gringeri, CFPWells Fargo Advisors