Gregory Lamonica
Gregory Lamonica is a registered investment advisor at Wells Fargo Advisors, based in Norwich, NY, with 17 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
6403 County Road 32, Norwich, NY, 13815
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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 →Other Business ActivitiesSells Insurance
Gregory owns 100% of Lamonica Agency LLC (inactive insurance agency) and GREG LAMONICA, INC (FINET PRACTICE, full-time). He also owns 21% of Norwich Wealth Management LLC (FINET PRACTICE) and has power of attorney for his spouse, dedicating minimal time to each.
Employment History
Current Registrations
&partnersBroker
&partners
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Bfc Planning, INC.
Securities Management & Research, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations25 states
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