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Gregg Desmarais

9 Years of Experience
Avon, CT
1 DisclosureBroker

Gregg Desmarais is a registered investment advisor, based in Avon, CT, with 9 years of industry experience.

Location

30 Tower Lane, Avon, CT, 06001

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History

Regulatory History (1)
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Employment Separation After Allegations
April 2024
Other Business Activities

Gregg is a partner at B and D Wealth Management LLC, dedicating about half of his time to business expenses. He also serves as a school counsel member for Southwick Regional School, spending minimal time on this activity.

Employment History
Current Registrations
Raymond James Financial Services, INC.
April 2024 - Present · 2 yrs 3 mos
Raymond James Financial Services Advisors, INC
April 2024 - Present · 2 yrs 3 mos
Raymond James Financial Services, INC.Broker
April 2024 - Present · 2 yrs 3 mos
Previous Registrations
TD Private Client Wealth LLC
July 2016 - May 2024 · 7 yrs 10 mos
TD Private Client Wealth LLCBroker
April 2016 - May 2024 · 8 yrs 1 mo
State Registrations6 states
CTFLMANYRISC
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.
Gregg Desmarais - Financial Advisor | TrueAdvisor