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Gregory Colonna

Edelman Financial Engines

Staten Island, NY

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-27
NY RA APPROVED 2022-08-31
  • TX RA
    APPROVED
    Since 2024-06-27
  • NY RA
    APPROVED
    Since 2022-08-31

Branch Locations

900 South Avenue Suite 203, Staten Island, NY 10314 • 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
OrganizationCityStateFromTo
Ef Legacy Securities, Llc Henrico VA 04/2016 10/2018
Financial Engines Advisors L.L.C. Santa Clara CA 10/2022 10/2023
Financial Engines Advisors L.L.C. Santa Clara CA 10/2023 Present
Financial Engines Advisors L.L.C. Santa Clara CA 10/2018 10/2022
  • 04/2016 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 10/2022 → 10/2023
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 10/2023 → Present
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 10/2018 → 10/2022
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-08-26
  • S63 Uniform Securities Agent State Law Examination
    2008-08-26
Designations
Other Names
  • Greg Colonna

View on SEC IAPD

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MML INVESTORS SERVICES, LLC · Staten Island, NY
EDWARD JONES · STATEN ISLAND, NY
AMERIPRISE FINANCIAL SERVICES, LLC · Staten Island, NY
AMERIPRISE FINANCIAL SERVICES, LLC · Staten Island, NY
LEO WEALTH MANAGEMENT, LLC · STATEN ISLAND, NY
PUREVEST · STATEN ISLAND, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Staten Island, NY
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