AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
ND

Nathan Degregorio

THE NEW PENFACS
Southborough, MA 01772
CRD#: 8088422
Some features on this profile are disabled
ND
Nathan DegregorioTHE NEW PENFACS

Professional summary

Nathan Degregorio is a registered financial professional currently at THE NEW PENFACS INC. located in Southborough, Massachusetts.

Nathan is registered as a RR (Registered Representative) and started their career in finance in 2025. Nathan has worked at 1 firm and has passed the Series 66, Series 7TO and SIE exams.

Aliases

None

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 Nathan Degregorio's CRS (Customer Relationship Summary).
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

December 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 01772
BD
CRD#: 145584
Southborough, MA

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/28/2026
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/11/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/30/2025
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

TN
THE NEW PENFACS INC.
THE NEW PENFACS INC.

CRD#: 145584 / SEC#: , 8-67738

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
Loading...

Contact information

Main Address
337 Turnpike Road Suite 203, Southborough, MA 01772
Mailing Address
337 Turnpike Road Suite 203, Southborough, MA 01772
Phone number
(603) 893-3563
Established
Massachusetts since 01/17/2018
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (18 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
DEGREGORIO, ERIK RONALDCCO2375724
DEGREGORIO, ERIK RONALDPRESIDENT, COO, CEO, EXEC. REP., AML SUPER, CHAIRMAN2375724
DEGREGORIO, DANIEL PETERFINOP5550134

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

THE NEW PENFACS INC.

CRD#: 145584Southborough, MA 01772

TRUST BUT VERIFY

Monitor Nathan Degregorio

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.