Gregory Paul Costantino

Current Employers

Winthrop Wealth

321 Columbus Ave 3Rd Fl, Boston, MA 02116-5168 • United States

Current Registrations

Authority	Category	Status	Date
ME	RA	APPROVED	2021-08-19
MA	RA	APPROVED	2018-03-19

ME RA
APPROVED

Since 2021-08-19
MA RA
APPROVED

Since 2018-03-19

Branch Locations

Portland, ME • United States

321 Columbus Ave 3Rd Fl, Boston, MA 02116-5168 • United States

301 Edgewater Place Suite 100, Wakefield, MA 01880 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial Llc	Boston	MA	03/2014	12/2024
Financial Planning Strategies Llc	Wakefield	MA	02/2015	Present
Winthrop Advisory Group Llc	Wakefield	MA	07/2018	Present

03/2014 → 12/2024

Lpl Financial Llc

Boston, MA
02/2015 → Present

Financial Planning Strategies Llc

Wakefield, MA
07/2018 → Present

Winthrop Advisory Group Llc

Wakefield, MA

Previous Registrations

2013-03-04 → 2015-02-02

Choreo, Llc

Boston, MA
2002-01-01 → 2010-09-14

Caturano Wealth Management, Llc

Boston, MA

Other Businesses

Financial Planning Strategies, LLC - 301 Edgewater Place, Suite 100, Wakefield, MA 01880 - Investment-Related - Financial Planning/Entity for Tax/Employment Purposes - Managing Director - 01/2015 - 160 hr/mo. - 7 hr/day

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2018-06-29
S65	Uniform Investment Adviser Law Examination	2003-12-12

S63 Uniform Securities Agent State Law Examination

2018-06-29
S65 Uniform Investment Adviser Law Examination

2003-12-12

Designations

Other Names

Greg Costantino

View on SEC IAPD