Gregory Michael Cecchini
Investment adviser representative at Primoris Wealth Advisors, LLC
28 yearsExperience
2 statesRegistered in
$230MFirm assets
5 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
28 years in the industry.
- Primoris Wealth Advisors, LLCSep 2019 to now
- Legend Equities CorporationJul 1998 to now
- Lincoln InvestmentJan 2017 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Primoris Wealth Advisors, LLC
$230MAssets managed
429Clients
6Advisers
5 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
- 2936633
- Firm CRD
- 125567