Gregory W. Del Colombo
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS
PHILADELPHIA, PA 19103
CRD#: 7456005
Professional summary
Gregory William Del Colombo, who also goes by Gregory Delcolombo, Greg Del Colombo, Gregory William Delcolombo Jr., is a registered financial advisor CERITY PARTNERS RETIREMENT PLAN CONSULTANTS. Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Gregory is a CERTIFIED FINANCIAL PLANNER® Professional and Chartered Financial Consultant®
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gregory Delcolombo | Greg Del Colombo | Gregory William Delcolombo Jr.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory William Del Colombo'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®
Education
Stockton University
Bachelor of Science in Business Studies - Finance
2021
Experience
Current
March 21, 2025 - Present
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS
Office #1: 1628 Jfk Boulevard Suite 1400, Philadelphia, PA 19103RIA
CRD#: 164198
PHILADELPHIA, PA
Past
February 1, 2022 - March 24, 2025
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
MALVERN, PA
Past
October 29, 2021 - December 15, 2021
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
NEWTOWN SQUARE, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CP
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS
CERITY PARTNERS | RETIREMENT PLAN ADVISORS AN HPM PARTNERS MEMBER FIRM LLC | RETIREMENT PLAN ADVISORS | PENSION ARCHITECTS | CERITY PARTNERS RETIREMENT PLAN CONSULTANTS | CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC | CERITY PARTNERS RETIREMENT PLAN ADVISORS
CRD#: 164198 / SEC#: 801-76705
RIA
Registered Investment Advisory firm - (5/29/2012 Approved)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
Pennsylvania(3/21/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/29/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
CP
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS
CERITY PARTNERS | RETIREMENT PLAN ADVISORS AN HPM PARTNERS MEMBER FIRM LLC | RETIREMENT PLAN ADVISORS | PENSION ARCHITECTS | CERITY PARTNERS RETIREMENT PLAN CONSULTANTS | CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC | CERITY PARTNERS RETIREMENT PLAN ADVISORS
CRD#: 164198 / SEC#: 801-76705
RIA
Registered Investment Advisory firm - (5/29/2012 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
99 Park Avenue 16th Floor, New York, NY 10016
Mailing Address
Phone number
(212) 850-4260
Established
Firm type
Fiscal year end
# of Employees
87
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 622 |
| AUM (Assets Under Management) | $ 18,953,321,052 |
Red Flags
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