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GV

Gregory M. Viechnicki

VIECHNICKI WEALTH MGMT
Scottsdale, AZ 85259
CRD#: 3199495
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GV
Gregory Michael ViechnickiVIECHNICKI WEALTH MGMT

Professional summary

Gregory Michael Viechnicki, who also goes by Greg VIechnicki, is a registered financial advisor currently at VIECHNICKI WEALTH MGMT, LLC located in Scottsdale, Arizona.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Gregory has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Greg Viechnicki

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) - RIA

Click below to view Gregory Michael Viechnicki's CRS (Customer Relationship Summary).

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

Current

November 23, 2020 - Present

VIECHNICKI WEALTH MGMT, LLC

Office #1: 9878 N 119th Place, Scottsdale, AZ 85259
RIA
CRD#: 310385
Scottsdale, AZ
Past

January 14, 2013 - July 21, 2020

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

RIA
CRD#: 13609
Scottsdale, AZ
Past

May 31, 2012 - July 21, 2020

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BD
CRD#: 13609
Scottsdale, AZ
Past

November 2, 2010 - May 31, 2012

SAXONY SECURITIES, INC.

BD
CRD#: 115547
PHILADELPHIA, PA
Past

November 16, 2009 - October 6, 2010

BROKERSXPRESS LLC

BD
CRD#: 127081
PHILADELPHIA,, PA
Past

May 1, 2002 - December 2, 2009

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
PHILADELPHIA, PA
Past

March 26, 1999 - July 31, 2000

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arizona
(11/23/2020)
IAR
Pennsylvania
(1/13/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/9/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/1/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/29/2002
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/25/1999
Investment Company Products/Variable Contracts Representative Examination

Current Firm

VW
VIECHNICKI WEALTH MGMT, LLC
VIECHNICKI WEALTH MGMT, LLC

CRD#: 310385 / SEC#:

Arizona
Registered Investment Advisory firm - (11/23/2020 Approved)
Pennsylvania
Registered Investment Advisory firm - (1/7/2021 Approved)
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Contact information

Main Address
Scottsdale, AZ
Mailing Address
Phone number
(610) 217-9600
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

VIECHNICKI WEALTH MGMT, LLC

CRD#: 310385Scottsdale, AZ 85259

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