AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
GT

Gregory G. Troy

Some features on this profile are disabled
CRD#: 1021122
GT

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gregory Gerard Troy, who also goes by Gregory G Troy, was a registered financial professional .

Gregory is a previously registered financial professional and started their career in finance in 1982. Gregory had worked at 7 firms and has passed the Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gregory G Troy

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 16, 2007 - May 5, 2014

NEW ENGLAND SECURITIES

BD
CRD#: 615
EAST PROVIDENCE, RI
Past

January 8, 2004 - December 31, 2006

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
EAST PROVIDENCE, RI
Past

June 5, 1998 - December 31, 2003

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
ST. PETERSBURG, FL
Past

October 1, 1997 - May 6, 1998

AMERICAN GENERAL SECURITIES INCORPORATED

BD
CRD#: 13626
PHOENIX, AZ
Past

June 12, 1997 - October 1, 1997

USLIFE EQUITY SALES CORP.

BD
CRD#: 7962
NEW YORK, NY
Past

October 15, 1993 - April 16, 1997

VOYA FINANCIAL PARTNERS, LLC

BD
CRD#: 34815
WINDSOR, CT
Past

October 12, 1988 - October 15, 1993

AETNA LIFE INSURANCE AND ANNUITY COMPANY

BD
CRD#: 13256
HARTFORD, CT
Past

January 5, 1982 - September 9, 1988

NEW ENGLAND SECURITIES

BD
CRD#: 615

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 12/18/1981
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


NE
NEW ENGLAND SECURITIES
NEL EQUITY SERVICES CORPORATION | NEW ENGLAND SECURITIES CORPORATION | NEW ENGLAND SECURITIES

CRD#: 615 / SEC#: 801-47061, 8-13910

BD
Terminated by SEC on 04/03/2015
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Massachusetts since 02/01/1968
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

FUND MANAGEMENT SERVICES PROGRAM DISCLOSURE BROCHURE (12/23/2014)

Direct owners and executive officers


NamePositionCRD#
NEW ENGLAND LIFE INSURANCE COMPANY ("NELICO" OR "NEW ENGLAND FINANCIAL")100% SHAREHOLDER
COHN, MARC ALLANCHIEF COMPLIANCE OFFICER, INVESTMENT ADVISER2464524
CRUZ, ORLANDO RAFAEL JRPRESIDENT AND CHAIRMAN2311194
FORGET, ELIZABETH MARYDIRECTOR AND CHAIRMAN2767945
HALPERIN, JEFFREY PAULANTI-MONEY LAUNDERING OFFICER2899327
HALPERIN, JEFFREY PAULCHIEF COMPLIANCE OFFICER, BROKER-DEALER2899327
HONKUS, TINA MARIEVICE-PRESIDENT, LICENSING AND REGISTRATION1288648
LACEK, MICHAEL JCHIEF LEGAL OFFICER
LAPIANA, PAUL ANTHONYDIRECTOR2237245
MARTINEZ, JOHN GREGORYVICE PRESIDENT AND FINANCIAL OPERATIONS PRINCIPAL2210722
MINK, DAVID MYERSCHIEF OPERATIONS OFFICER2606831
MURPHY, SEAN ANDREWVICE-PRESIDENT1963911
REYNOLDS, TYLA LYNNSECRETARY6318828

Disclosures


Regulatory Event9
Arbitration10

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


NEW ENGLAND SECURITIES

CRD#: 615

TRUST BUT VERIFY

Monitor Gregory Troy

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics