Gregory D. Danseglio
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 Dennis Danseglio, CFP® was a registered financial professional .
Gregory is a previously registered financial professional and started their career in finance in 2019. Gregory had worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2021
Experience
November 12, 2019 - June 28, 2024
BRIGHTSIDE PARTNERS
May 13, 2019 - November 26, 2019
WMS PARTNERS, LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Current Firm
BRIGHTSIDE PARTNERS
CRD#: 305389 / SEC#: 801-117479
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 486 |
| AUM (Assets Under Management) | $ 853,105,653 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/28/2025 | ||
| 07/31/2023 | ||
| 01/27/2023 |
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.
