Gregory Thomas Matzelle

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 03/2009 → 04/2019
  Janney Montgomery Scott Llc
  Philadelphia, PA
• 04/2019 → Present
  Raymond James Financial Services, Inc.
  Garden City, NY
• 04/2019 → Present
  Raymond James Financial Services Advisors
  Garden City, NY

Previous Registrations

• 2009-06-19 → 2019-04-18
  Janney Montgomery Scott Llc
  Garden City, NY

Other Businesses

(1) Name of Business: GNB Wealth Strategies Group Address: 100 Quentin Roosevelt Ste 209, Garden City, NY, 11530, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 04/15/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is my DBA for my RJFS ICD (2) Name of Business: Ten Ten Associates Address: 100 Quentin Roosevelt Ste 209, Garden City, NY, 11530, United States Activity Type: Support Company - Owner Position/Title: Other, Officer - President Investment Related: No Start Date: 04/15/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is an LLC set up to pay for common expenses (rent, payroll, utilities, research, insurance) of an RJFS branch (branch DDC). We hold this out as a DBA for our office/partnership

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-05-03