Gregory L. Fontana
Professional summary
Gregory Luca Fontana MR., CFA, who also goes by Gregory Luca Fontana, is a registered financial advisor currently at CONVERGENT CAPITAL PARTNERS, LLC located in Boston, Massachusetts.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Gregory has worked at 7 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Luca Fontana MR.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
July 21, 2011 - Present
CONVERGENT CAPITAL PARTNERS, LLC
Office #1: 75 State Street Suite 100 Pmb 4423, Boston, MA 02109March 11, 2011 - April 7, 2011
M3 ADVISORY GROUP, LLC
December 15, 2004 - October 4, 2006
BROOK PATH CAPITAL MANAGEMENT LLC
March 2, 1995 - March 25, 1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 2, 1988 - October 29, 1990
LASALLE ST SECURITIES, L.L.C.
December 5, 1986 - June 12, 1987
TITAN/VALUE EQUITIES GROUP, INC.
February 21, 1985 - October 31, 1986
CARDELL & ASSOCIATES, INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/21/2011)
Exams
Current Firm
CONVERGENT CAPITAL PARTNERS, LLC
CRD#: 158100 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 17 |
| AUM (Assets Under Management) | $ 14,501,200 |
Red Flags
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Company Information
CONVERGENT CAPITAL PARTNERS, LLC
CRD#: 158100Boston, MA 02109TRUST BUT VERIFY
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