Greg Michael Papantonio
Investment adviser representative at Planpilot
19 yearsExperience
2 statesRegistered in
$5.6BFirm assets
14 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
Experience
19 years in the industry.
- PlanpilotJun 2024 to now
- UnemployedSep 2023 to May 2024
- TIAAJan 2007 to Aug 2023
- TIAA-CREF Individual & Institutional Services, LLCJan 2007 to Aug 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Planpilot
Legal name: Planpilot, LLC
$5.6BAssets managed
172Clients
8Advisers
14 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
- 3128060
- Firm CRD
- 160319