Gregory Michael Cecchini

Employer firm

Primoris Wealth Advisors, LLC CRD 125567

$230M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 07/1998 → Present
  Legend Equities Corporation
  Amherst, NY
• 01/2017 → 09/2019
  Lincoln Investment
  Getzville, NY
• 09/2019 → Present
  Primoris Wealth Advisors, Llc
  North Palm Beach, FL

Previous Registrations

• 2017-06-29 → 2019-09-24
  Lincoln Investment
  Amherst, NY
  Palm Beach Gardens, FL
  Wellington, FL
• 2018-09-14 → 2019-09-24
  Capital Analysts
  Wellington, FL
• 2013-03-07 → 2019-09-24
  Legend Advisory, Llc
  Palm Beach Gardens, FL
  Wellington, FL

Other Businesses

RJ BATTAGLIA AGENCY POSITION: 1099 part-time producer NATURE: Property Casualty INS INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2006 ADDRESS: 1008 UNION RD, WEST SENECA NY 14224, United States DESCRIPTION: occasionally refer business

Exams

• S66 Uniform Combined State Law Examination
  2013-02-22
• S63 Uniform Securities Agent State Law Examination
  1997-11-07

Other Names

• Gregory M Cecchini