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 14 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a Scranton, PA Dec 2019 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Scranton, PA Oct 2019 - Current 1
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
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    962,052
    MILLIONS
  • Total Number of Accounts
    2,529,169
    ACCOUNTS
  • Average Account Value
    $380,383
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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

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