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Gregory Joseph Abbracciamento

Stifel, Nicolaus & Company, Incorporated

Charlotte, NC

CRD 5343110

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Employer firm

Stifel, Nicolaus & Company, Incorporated CRD 793

$198B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Stifel, Nicolaus & Company, Incorporated

501 N Broadway, St Louis, MO 63102 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-05-22
NJ RA APPROVED 2025-05-21
NC RA APPROVED 2025-05-21
SC RA APPROVED 2025-05-21
TX RA APPROVED 2025-05-21
  • PA RA
    APPROVED
    Since 2025-05-22
  • NJ RA
    APPROVED
    Since 2025-05-21
  • NC RA
    APPROVED
    Since 2025-05-21
  • SC RA
    APPROVED
    Since 2025-05-21
  • TX RA
    APPROVED
    Since 2025-05-21

Branch Locations

6100 Fairview Road Suite 350 & Suite 700, Charlotte, NC 28210 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton NJ 02/2018 05/2025
Bank Of America Charlotte NC 06/2016 01/2018
Bank Of America, N.A. Princeton NJ 04/2018 05/2025
Stifel Yardley PA 05/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-10
  • S66 Uniform Combined State Law Examination
    2018-05-10
Designations
  • Certified Financial Planner
Other Names
  • Gregory Abbracciamento

View on SEC IAPD

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FIRST TRYON ADVISORS · CHARLOTTE, NC
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