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GZ

Gregory C. Zaffiro

CRESTWAVE CAPITAL PARTNERS LLC
PALM BEACH, FL 33480
Some features on this profile are disabled
CRD#: 5247397
GZ

Professional summary

Gregory Charles Zaffiro, who also goes by Greg Charles Zaffiro, Greg Zaffiro, is a registered financial professional 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.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Greg Charles Zaffiro | Greg Zaffiro

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 Gregory Charles Zaffiro'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

August 1, 2025 - Present

CRESTWAVE CAPITAL PARTNERS LLC

Office #1: 375 South County Road Suite 210, Palm Beach, FL 33480Office #2: 375 South County Road , Suite 210, Palm Beach, FL 33480
BD
CRD#: 332709
PALM BEACH, FL
Past

April 10, 2007 - August 14, 2007

ROTH CAPITAL PARTNERS, LLC

BD
CRD#: 15407
NEWPORT BEACH, CA

State Registrations and Notice Filings

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

RR
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

RR
California
(8/19/2025)
RR
Florida
(8/19/2025)
RR
Illinois
(8/22/2025)
RR
Massachusetts
(9/5/2025)
RR
Minnesota
(9/30/2025)
RR
New York
(8/19/2025)
RR
Ohio
(9/18/2025)
RR
Texas
(1/6/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 7/28/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 3/3/2026
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 2/18/2026
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/17/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/4/2024
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 87
Date: 6/20/2007
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 86
Date: 6/18/2007
Research Analyst Exam - Part I Analysis Module
General Industry/Product Exam
RR
Series 7
Date: 4/9/2007
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/12/2025
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CC
CRESTWAVE CAPITAL PARTNERS LLC
CRESTWAVE CAPITAL PARTNERS LLC

CRD#: 332709 / SEC#: , 8-71269

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
375 South County Road Suite 210, Palm Beach, FL 33480
Mailing Address
375 South County Road Suite 210, Palm Beach, FL 33480
Phone number
(561) 449-0357
Established
Delaware since 06/18/2024
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
ZAFFIRO, GREGORY CHARLESSOLE OWNER, MANAGING PARTNER, EXECUTIVE REPRESENTATIVE, CCO5247397
CROSBY-BROWN, LAURA MAYFINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER1545513

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

CRESTWAVE CAPITAL PARTNERS LLC

CRD#: 332709Palm Beach, FL 33480

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