Gregory David Facinelli

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 02/2011 → Present
  Wells Fargo Advisors Financial Network Llc
  Rochester, NY

Previous Registrations

• 2009-06-01 → 2011-02-11
  Morgan Stanley
  Rochester, NY
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Rochester, NY
• 2005-11-15 → 2007-04-02
  Morgan Stanley Dw Inc.
  Rochester, NY
  Rochester, NY

Other Businesses

ACE FINANCIAL GROUP, INV RELATED, ROCHESTER, NY, 100% OWNERSHIP WITH SPOUSE, START 2/1/2011, 20 HOURS PER MONTH, ZERO DURING TRADING, FINET PRACTICE. GLR FAMILY LLC, INVT RELATED, PITTSFORD, NY, 100% OWNERSHIP WITH SPOUSE, START 12/3/2020, 10 HRS PER MONTH, 0 HRS DURING TRADING, LLC FOR FINET BUILDING. RENTAL PROPERTY, INV RELATED, FAIRPORT, NY, 100% OWNERSHIP WITH SPOUSE, START 3/1/2021, 10 HOURS PER MONTH, ZERO DUIRNG TRADING. EASTSIDE FAMILY PROPERTIES, LLC, INVT RELATED, PITTSFORD, NY, 40% OWNERSHIP, START DATE 3/1/2023, 5 HRS PER MONTH, 0 HRS DURING TRADING, FOR RENTAL PROPERTY. RENTAL PROPERTY, INVT RELATED, PERINTON, NY, 40% OWNERSHIP, START DATE 03/01/2023, 5 HRS PER MONTH, 0 HRS DURING TRADING, RENTAL PROPERTY HELD UNDER LLC.

Exams

• S66 Uniform Combined State Law Examination
  2005-11-07

Other Names

• Gregory Facinelli
• Greg Facinelli