Gregory Charles Zaffiro
Professional Summary
Gregory Charles Zaffiro, who also goes by Greg Charles Zaffiro, Greg Zaffiro, is a registered financial advisor currently at CRESTWAVE CAPITAL PARTNERS LLC located in Palm Beach, Florida. Gregory is registered as a RR (Registered Representative) and started their career in finance in 2007. Gregory has worked at 2 firms and has passed the Series 63, Series 99TO, Series 79TO, Series 7TO, SIE, Series 87, Series 86, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Greg Charles Zaffiro, Greg Zaffiro
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
19 years in the financial services industry
Current & Past Employments
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Current Firm
CRESTWAVE CAPITAL PARTNERS LLC
Contact Information
Main Address
375 South County Road Suite 210, Palm Beach, FL 33480Mailing Address
375 South County Road Suite 210, Palm Beach, FL 33480Phone Number
(561) 449-0357Established
Delaware since 06/18/2024Firm Type
Limited Liability CompanyFiscal Year End
JuneFirm Size
SmallFINRA licenses (11 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(8/19/2025)
(8/19/2025)
(7/9/2026)
(8/22/2025)
(9/5/2025)
(9/30/2025)
(3/31/2026)
(8/19/2025)
(9/18/2025)
(1/6/2026)
(6/10/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Feb 2026About the Series 79TO examSeries 87 — Research Analyst Exam - Part II Regulations Module
Passed Jun 2007About the Series 87 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Gregory Charles Zaffiro's CRS (Customer Relationship Summary).
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