Gregory Scott Vezzosi
Investment adviser representative at Bna Wealth
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$619.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Bna WealthNov 2024 to now
- TIAAJun 2023 to Nov 2024
- TIAA-CREF Individual & Institutional Services, LLCJun 2023 to Nov 2024
- Charles Schwab & Co, Inc.Jul 2015 to May 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
Bna Wealth
Legal name: Bna Wealth, Inc.
$619.8MAssets managed
542Clients
5Advisers
31 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
- 6352889
- Firm CRD
- 39326