Gregory Defelice (CRD# 4549660) is an Investment Advisor Representative working at Defelice Capital Management LLC in Brentwood, TN and has over 22 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Defelice Capital Management LLC | Brentwood, TN | May 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2002 |
- TN
-
Total Assets Under Management51MILLIONS
-
Total Number of Accounts50ACCOUNTS
-
Average Account Value$1,012,197
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
TN
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