Gregory A. Zandlo

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CRD#: 1531541

Professional summary

Gregory Anthony Zandlo was barred by the SEC 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 2016. Prior to being barred, Gregory had worked at 1 firm, which includes NORTH EAST ASSET MANAGEMENT.

Question & Answer

What are your service offerings?

Insurance Planning

Comprehensive Financial Planni...

Investment Planning

Retirement Planning

Employee and Employer Plan Ben...

Tax Planning

Small Business Planning

Retirement Income Management

Estate Planning

Do you have an area of expertise or specialization?

College/Education Planning

Corporate Executives

High Net Worth Client Needs

Investment Advice with Ongoing...

Retirement Plan Investment Adv...

Retirement Planning & Distribu...

What is your minimum asset requirement?

250K

Are you a "fiduciary"?

Aliases

Greg Zandlo

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®

CFP^®

Certified Financial Planner

Start date: 1992

Experience

Past

February 8, 2016 - May 28, 2025

NORTH EAST ASSET MANAGEMENT

RIA

CRD#: 116339

MINNEAPOLIS, MN

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

Current Firm

NORTH EAST ASSET MANAGEMENT

NORTH EAST ASSET MANAGEMENT | NORTH EAST ASSET MANAGEMENT GROUP, INC.

CRD#: 116339 / SEC#: 801-60825

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Contact information

Main Address

220 101st Avenue Nw Suite 4173, Minneapolis, MN 55448

Mailing Address

Phone number

(763) 785-9541

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	49
AUM (Assets Under Management)	$ 23,500,000

Red Flags

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