Gregory Wagner, financial advisor Rochester NY

Gregory Wagner

CRD Number: 6713489
Current Firm: Novem Group

Gregory Wagner (CRD# 6713489) is an Investment Advisor Representative working at Novem Group in Rochester, NY and has over 4 years of experience in the finance industry.

Similar Advisors
Adam Morgan, financial advisor Rochester NY
Adam C. Morgan
CRD# 5473273
American Portfolios Advisors, Inc.
Similar Advisors
Craig Abbott, financial advisor Rochester NY
Craig S. Abbott
CRD# 3063370
Manning & Napier Advisors, LLC
Similar Advisors
Ricci Elnicki, financial advisor Rochester NY
Ricci A. Elnicki
CRD# 6492233
Ameriprise Financial Services, LLC
Company Name Location Dates Years
American Portfolios Financial Services Holbrook, NY Jul 2021 - Current < 1
Novem Group Rochester, NY Jul 2021 - Current < 1
Cetera Investment Services LLC St Cloud, MN Jun 2019 - Jul 2021 2
Cetera Investment Advisers LLC Fairport, NY Jun 2019 - Jul 2021 2
Woodcliff Hotel And SPA Fairport, NY Nov 2018 - Mar 2020 1
Foresters Advisory Services Fairport, NY Apr 2019 - Jun 2019 < 1
Foresters Financial Services Fairport, NY Apr 2017 - Jun 2019 2
Foresters Financial Services Rochester, NY Oct 2016 - Apr 2017 < 1
Sherwin-williams Penfield, NY Jan 2014 - Oct 2016 2
College Pro Rochester, NY Jan 2011 - Jan 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2017
S65 NASAA Investment Advisors Law Examination Apr 2019
Contact Info for Gregory M. Wagner
Phone Number: 585-348-9525
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    832
    MILLIONS
  • Total Number of Accounts
    2,842
    ACCOUNTS
  • Average Account Value
    $292,893
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, DC, FL, GA, IL, MA, MD, MI, NC, NE, NH, NJ, NY, OH, PA, RI, SC, TN, TX, UT, VA, WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.