Nathan Degregorio
Professional summary
Nathan Degregorio is a registered financial advisor currently at PEN FACS FINANCIAL SERVICES located in Southborough, Massachusetts and THE NEW PENFACS INC. located in Southborough, Massachusetts.
Nathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Nathan has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Degregorio's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 25, 2026 - Present
PEN FACS FINANCIAL SERVICES
Office #1: 337 Turnpike Road Suite 203, Southborough, MA 01772December 11, 2025 - Present
THE NEW PENFACS INC.
Office #1: 337 Turnpike Road Suite 203, Southborough, MA 01772Office #2: 337 Turnpike Road Suite 203, Southborough, MA 01772State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/25/2026)
Exams
Series 7TO
Date: 12/11/2025
General Securities Representative ExaminationFINRA
Current Firm
PEN FACS FINANCIAL SERVICES
CRD#: 114039 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 13 |
| AUM (Assets Under Management) | $ 39,991,331 |
Red Flags
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Company Information
PEN FACS FINANCIAL SERVICES
CRD#: 114039Southborough, MA 01772TRUST BUT VERIFY
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