Gregg M. Angelillo

FORESIDE FINANCIAL SERVICES

Charlotte, NC 28202

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CRD#: 3242216

Professional summary

Gregg M Angelillo, who also goes by Gregg Angelillo, is a registered financial professional currently at FORESIDE FINANCIAL SERVICES, LLC located in Charlotte, North Carolina.

Gregg is registered as a RR (Registered Representative) and started their career in finance in 2000. Gregg has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Gregg Angelillo

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) - BD

Click below to view Gregg M Angelillo'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

October 8, 2025 - Present

FORESIDE FINANCIAL SERVICES, LLC

Office #1: 128 S. Tryon Street Suite 1600, Charlotte, NC 28202

CRD#: 148477

Charlotte, NC

Past

October 22, 2014 - June 30, 2025

NEUBERGER BERMAN BD LLC

RIA

CRD#: 2908

Basking Ridge, NJ

Past

October 22, 2014 - June 30, 2025

NEUBERGER BERMAN BD LLC

CRD#: 2908

NEW YORK, NY

Past

January 5, 2010 - October 16, 2014

DELAWARE CAPITAL MANAGEMENT ADVISERS, INC

RIA

CRD#: 152237

PHILADELPHIA, PA

Past

January 5, 2010 - October 16, 2014

DELAWARE DISTRIBUTORS, L.P.

CRD#: 14232

PHILADELPHIA, PA

Past

February 27, 2006 - December 31, 2009

LINCOLN FINANCIAL DISTRIBUTORS, INC.

RIA

CRD#: 145

BERNARDSVILLE, NJ

Past

October 19, 2004 - December 31, 2009

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Past

March 31, 2000 - October 8, 2004

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

CRD#: 840

BOSTON, MA

State Registrations and Notice Filings

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

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Delaware
(10/8/2025)

New Jersey
(10/8/2025)

New York
(10/8/2025)

Pennsylvania
(10/8/2025)

Exams

State Security Law Exam

IAR

Series 65

Date: 2/22/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/26/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/30/2000

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

FORESIDE FINANCIAL SERVICES, LLC

BHIL DISTRIBUTORS, INC. | FORESIDE FINANCIAL SERVICES, LLC | BHIL DISTRIBUTORS, LLC

CRD#: 148477 / SEC#: , 8-68027

Broker-Dealer Firm Regulated by FINRA (Boston district office)

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Contact information

Main Address

190 Middle Street Suite 301, Portland, ME 04101

Mailing Address

190 Middle Street Suite 301, Portland, ME 04101

Phone number

(866) 251-6920

Established

Delaware since 07/31/2016

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Medium

# of Employees

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
FORESIDE DISTRIBUTORS, LLC	DIRECTOR OWNER/SOLE MEMBER
BRUNNER, JENNIFER ANNE	VICE PRESIDENT/CHIEF COMPLIANCE OFFICER	1137783
COWAN, TERESA MARIA KAZMIERSKI	PRESIDENT/MANAGER/DIRECTOR	1544189
EDELMAN, GABRIEL	SECRETARY	6654419
LA FOND, SUSAN LORENE	TREASURER	4512785
LANZA, CHRISTOPHER CONTE	VICE PRESIDENT	2184856
MACCHIA, KATE SCHENDEL	VICE PRESIDENT	4863973
SOMMERS, WESTON	CFO/FINOP	5290145

Red Flags

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Advisor Monitoring

Firm Stability Insights

Gregg M. Angelillo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Gregg M Angelillo's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEUBERGER BERMAN BD LLC

NEUBERGER BERMAN BD LLC

DELAWARE CAPITAL MANAGEMENT ADVISERS, INC

DELAWARE DISTRIBUTORS, L.P.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/22/2006

Series 63

Date: 3/26/2001

SIE

Date: 10/1/2018

Series 7

Date: 3/30/2000

FINRA

Current Firm

FORESIDE FINANCIAL SERVICES, LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

FORESIDE FINANCIAL SERVICES, LLC

TRUST BUT VERIFY

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