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

Gregory Adamo

Some features on this profile are disabled
CRD#: 1192587
GA

Professional summary


Gregory Adamo was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Gregory is a previously registered financial professional and started their career in finance in 1983. Prior to being barred, Gregory had worked at 20 firms, which includes ALLSTATE FINANCIAL ADVISORS LLC, ALLSTATE FINANCIAL SERVICES LLC, NATIONAL SECURITIES CORPORATION, B. RILEY WEALTH ADVISORS INC., IC ADVISORY SERVICES INC., THE INVESTMENT CENTER INC., THE CONCORD EQUITY GROUP LLC, GREATER METROPOLITAN INVESTMENT SERVICES INC., NUTLEY SECURITIES INC., MEYERS POLLOCK ROBBINS INC., KC MAY SECURITIES CORP., JESUP & LAMONT SECURITIES CO. INC., GRUNTAL & CO. L.L.C., JONATHAN FOSTER & CO. L.P., J. T. MORAN & CO. INC., PHILIPS APPEL & WALDEN INC., LADENBURG THALMANN & CO. INC., SHELTER ROCK SECURITIES CORP., CREATIVE SECURITIES CORP., FIRST JERSEY SECURITIES INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Greg Adamo | Gregory Thomas Adamo

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

January 2, 2013 - March 13, 2017

ALLSTATE FINANCIAL ADVISORS, LLC

RIA
CRD#: 109524
MADISON, NJ
Past

January 2, 2013 - March 13, 2017

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
MADISON, NJ
Past

June 24, 2011 - January 2, 2013

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
NEW YORK, NY
Past

June 23, 2011 - January 3, 2013

B. RILEY WEALTH ADVISORS, INC.

RIA
CRD#: 115927
NEW YORK, NY
Past

June 18, 2007 - June 23, 2011

IC ADVISORY SERVICES, INC.

RIA
CRD#: 140190
MORRISTOWN, NJ
Past

December 18, 2003 - June 23, 2011

THE INVESTMENT CENTER, INC.

BD
CRD#: 17839
MORRISTOWN, NJ
Past

August 12, 1997 - December 18, 2003

THE CONCORD EQUITY GROUP, LLC

BD
CRD#: 14569
ISELIN, NJ
Past

June 27, 1995 - August 21, 1997

GREATER METROPOLITAN INVESTMENT SERVICES, INC.

BD
CRD#: 17452
BEDMINSTER, NJ
Past

February 28, 1992 - August 19, 1993

NUTLEY SECURITIES, INC.

BD
CRD#: 20048
Past

November 25, 1991 - January 16, 1992

MEYERS POLLOCK ROBBINS, INC.

BD
CRD#: 13436
NEW YORK, NY
Past

August 9, 1991 - November 26, 1991

KC MAY SECURITIES CORP.

BD
CRD#: 17833
NEW YORK, NY
Past

November 27, 1990 - August 19, 1991

JESUP & LAMONT SECURITIES CO., INC.

BD
CRD#: 6736
NEW YORK CITY, NY
Past

September 10, 1990 - November 20, 1990

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

January 31, 1990 - September 13, 1990

JONATHAN FOSTER & CO., L.P.

BD
CRD#: 20587
NEW YORK, NY
Past

January 20, 1988 - January 27, 1990

J. T. MORAN & CO., INC.

BD
CRD#: 15655
Past

January 9, 1986 - February 1, 1988

PHILIPS, APPEL & WALDEN, INC.

BD
CRD#: 659
Past

November 4, 1985 - January 11, 1986

LADENBURG THALMANN & CO. INC.

BD
CRD#: 505
Past

July 30, 1985 - November 6, 1985

SHELTER ROCK SECURITIES CORP.

BD
CRD#: 11043
Past

March 9, 1984 - July 15, 1985

CREATIVE SECURITIES CORP.

BD
CRD#: 3509
Past

November 22, 1983 - March 12, 1984

FIRST JERSEY SECURITIES, INC.

BD
CRD#: 6621

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AF
ALLSTATE FINANCIAL ADVISORS, LLC
ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA
Registered Investment Advisory firm - (11/21/2007 Approved)

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
IAR
Series 66
Date: 6/16/2007
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 4/22/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


AF
ALLSTATE FINANCIAL ADVISORS, LLC
ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA
Registered Investment Advisory firm - (11/21/2007 Approved)
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
151 N 8th Street, Suite 450, Lincoln, NE 68508
Mailing Address
151 N 8th Street, Suite 450, Lincoln, NE 68508
Phone number
(877) 232-2142
Established
Firm type
Fiscal year end
# of Employees
337

SEC notice filing (49 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AFA FORM ADV FIRM BROCHURE 2025 (3/31/2025)

Regulatory assets under management


Total Number of Accounts280
AUM (Assets Under Management)$ 82,015,793

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


ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524

TRUST BUT VERIFY

Monitor Gregory Adamo

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