Gregory Sean Plunkett
Investment adviser representative at Pandowealth. LLC
10 yearsExperience
1 stateRegistered in
$500.3MFirm 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 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
- Seminars and workshops
Experience
10 years in the industry.
- Pandowealth. LLCOct 2020 to now
- Pandowealth. LLCSep 2019 to Sep 2020
- Samada, LLC dba Chick-fil-aSep 2018 to Aug 2019
- Winshape CampsAug 2017 to Aug 2018
- Winshape CampsJan 2016 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
Pandowealth. LLC
$500.3MAssets managed
770Clients
13Advisers
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
- 7210416
- Firm CRD
- 281456