Gregory E. Illson
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 Eric Illson, CFP®, who also goes by Greg Illson, was a registered financial professional .
Gregory is a previously registered financial professional and started their career in finance in 1988. Gregory had worked at 7 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 6, 2023 - June 14, 2023
FIDELITY PERSONAL AND WORKPLACE ADVISORS
March 29, 2023 - June 13, 2023
FIDELITY BROKERAGE SERVICES LLC
June 24, 2021 - February 23, 2023
PFS INVESTMENTS INC.
March 6, 2017 - January 21, 2021
BRIGHTHOUSE SECURITIES, LLC
November 9, 2010 - March 6, 2017
METLIFE INVESTORS DISTRIBUTION COMPANY
August 2, 1988 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
August 2, 1988 - November 9, 2010
MSI FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
FIDELITY PERSONAL AND WORKPLACE ADVISORS
CRD#: 288590 / SEC#: 801-112027
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 1,991,043 |
| AUM (Assets Under Management) | $ 818,776,100,963 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/22/2024 | ||
| 10/23/2023 | ||
| 01/06/2023 |
Red Flags
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