Gregory Pelechowicz, financial advisor Yuba City CA
78 score

Gregory Pelechowicz

CRD Number: 6113067
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Gregory Pelechowicz (CRD# 6113067) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Yuba City, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Yuba City, CA Mar 2015 - Current 1
Bank Of America, N.a. Yuba City, CA Mar 2015 - Current 1
J.p. Morgan Securities LLC Marysville, CA Jul 2014 - Mar 2015 < 1
Bank Of America, N.a. Sacramento, CA Mar 2013 - Jul 2014 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Sacramento, CA Aug 2012 - Jul 2014 1
Simply Clean Marysville, CA Apr 2008 - Aug 2012 4
Umpqua Bank Marysville, CA Sep 2006 - Apr 2012 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Grass Valley, CA Aug 1995 - Sep 2006 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Gregory D. Pelechowicz
Phone Number: 800-637-7455
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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

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BADGES
78

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