Gregg Pajak

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 10/2017
  National Planning Corporation
  Islandia, NY
• 10/2017 → 03/2025
  The Investment Center Inc
  Melville, NY
• 10/2017 → 03/2025
  Ic Advisory Services Inc.
  Melville, NY
• 03/2025 → Present
  Lpl Financial Llc
  Melville, NY

Previous Registrations

• 2017-10-11 → 2025-03-06
  Ic Advisory Services, Inc.
  Saint James, NY
  Bedminster, NJ
  Melville, NY
• 2016-07-01 → 2017-10-10
  National Planning Corporation
  El Segundo, CA
  Islandia, NY

Other Businesses

1. 03/06/2025- WizdomOne Group Inc.- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 08/08/2014- 1 Hour per Month- 1 Hour During Trading. 2. 03/06/2025- WizdomTree Benefit Solutions Inc.- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 09/01/2008- 5 Hours Per Month- 1 Hour During Trading 3. 03/06/2025 - WizdomOne Consultants LLC- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/02/2024- 1 Hour Per Month 4. 03/06/2025- WizdomFinancial Advisors LLC- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 05/24/2016- 5 Hours Per Month- 1 Hour During Trading 5. 03/06/2025- Agent at National Life- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 10/01/2023- 5 Hours Per Month 6. 03/06/2025- WizdomOne Management Inc.- Business Entity For Tax/Investment Purposes Only- INV Related- At Reported Business Location(s)- Start date 06/21/2016- 1 Hour Per Month 7. 03/06/2025- 74Harvest Holdings LLC- Real Estate Rental- INV Related- At Bovina Center, NY- Start date 01/03/2022- 1 Hour Per Month 8. 03/06/2025- WizdomTower Risk LLC- Property and Casualty- INV Related- At Reported Business Location(s)- Start date 01/01/2014- 1 Hour Per Month 9. 03/06/2025- WizdomCare Senior Solutions LLC- Non-Variable Insurance Commission Trails- INV Related- At Reported Busines Location(s)- Start date 04/01/2016 10. 03/06/2025- Whoggga LLC- Business Owner- INV Related- At Hauppauge, NY- Start date 05/12/2020- 5 Hours Per Month- 1 Hour During Trading 11. 08/25/2025 - Kemper Outlook HomeOwner's Association Inc. - Not Investment Related - Non-Profit Board Member - Start Date:07/28/2025 - 1 Hrs/Mth - 0 Hrs During Trading. 12. 01/22/2026 - Owners Within LLC - Business Owner - Co-Founder - Not Investment Related - Hauppauge, NY - Start Date 12/04/2025 - 10 hours per month/ 1 hour during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-11-07

Designations

• Chartered Financial Consultant

Other Names

• Gregg Pajak
• Gregory Pajak