Gregory Rosetti, financial advisor Scranton PA

Gregory Rosetti

CRD Number: 5032468
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Gregory Rosetti (CRD# 5032468) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Scranton, PA and has over 17 years of experience in the finance industry.

Similar Advisors
Lawrence Hamilton, financial advisor Scranton PA
Lawrence P. Hamilton
CRD# 1667988
Trustmont Advisory Group, Inc.
Similar Advisors
Scot Ahearn, financial advisor Scranton PA
Scot B. Ahearn
CRD# 1620029
Blackridge Asset Management, LLC
Similar Advisors
Peter Albano, financial advisor Scranton PA
Peter J. Albano
CRD# 1040390
Lpl Financial LLC
Company Name Location Dates Years
Bank Of America, N.a Scranton, PA Dec 2019 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Scranton, PA Oct 2019 - Current 4
Cigna Moosic, PA Oct 2016 - Oct 2019 3
Dps Nutrition Taylor, PA Sep 2014 - Sep 2016 2
Gfi Securities LLC New York, NY Sep 2004 - Jun 2014 9
Gfi Securities LLC New York, NY Sep 2004 - Jun 2014 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2006
S66 NASAA Uniform Combined State Law Examination Feb 2020
Contact Info for Gregory F. Rosetti
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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 derived from SEC.gov data covering 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.

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.