Gregory Mattacola (CRD# 6912771) is an Investment Advisor Representative working at Strategic Financial Services in Rome, NY and has 1 year of experience in the finance industry. Gregory Mattacola has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6282976
Osaic Wealth, Inc.
CRD# 6505675
Equitable Advisors, LLC
CRD# 6544193
Leigh Baldwin & Company, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategic Financial Services | Utica, NY | Jan 2018 - Current | 6 |
| Hancock Estabrook, LLP | Syracuse, NY | Mar 2016 - Dec 2017 | 1 |
| Rome Memorial Hospital | Rome, NY | Jan 2011 - Feb 2016 | 5 |
| The Mattacola Law Firm | Rome, NY | Mar 2004 - Feb 2016 | 11 |
- NY
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Total Assets Under Management1,964MILLIONS
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Total Number of Accounts3,133ACCOUNTS
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Average Account Value$626,994
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, CO, CT, FL, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA, VT
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