Gregg Lance Zeoli
Investment adviser representative at Empire Financial Management Company, LLC
19 yearsExperience
2 statesRegistered in
$706MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Empire Financial Management Company, LLCOct 2016 to now
- Empire Asset Management CompanyMay 2007 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Empire Financial Management Company, LLC
$706MAssets managed
983Clients
9Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2620340
- Firm CRD
- 146097