Gregory V. Aloia
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 Vincent Aloia, CFP® was a registered financial professional .
Gregory is a previously registered financial professional and started their career in finance in 1987. Gregory had worked at 10 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2004
Experience
August 5, 2004 - January 21, 2010
ABACUS PORTFOLIOS
January 16, 2004 - February 1, 2024
ABACUS WEALTH PARTNERS
January 2, 2001 - December 31, 2003
SHERMAN FINANCIAL
July 21, 1993 - October 20, 2000
1717 CAPITAL MANAGEMENT COMPANY
November 28, 1990 - December 3, 1991
JACK DARDIS & ASSOCIATES, LTD.
November 19, 1989 - March 22, 1990
OSAIC WEALTH, INC.
March 27, 1989 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
May 24, 1988 - March 29, 1989
WS GRIFFITH SECURITIES, INC.
May 24, 1988 - March 29, 1989
HOME LIFE INSURANCE COMPANY
June 23, 1987 - May 3, 1988
GREEN HILL FINANCIAL SERVICE CORPORATION
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current firm
No current employment
Red Flags
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