Unclaimed Profile

Mark Francis Greco

WINGATE WEALTH ADVISORS, INC.·LEXINGTON, Massachusetts

Series 4, Series 7, Series 24, Series 53, Series 63, Series 65Clean record8 years registeredWINGATE WEALTH ADVISORS, INC.

450 BEDFORD STREET, LEXINGTON, MA 02420-1547CRD# 868201Firm CRD# 105012

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Francis Greco · LEXINGTON, MA

Registration

CRD #868201 · WINGATE WEALTH ADVISORS, INC. · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WINGATE WEALTH ADVISORS, INC.

WINGATE WEALTH ADVISORS, INC.

Apr 2018 – Mar 2019

LEXINGTON, MA

Registrations & Exams

FINRA examinations passed

Series 4

Series 7

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · April 9, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WINGATE WEALTH ADVISORS, INC.

CRD 105012 · SEC 801-28664

AUM

$1.2B

Regulatory assets under management

Employees

2,810 client accounts

Services offered by WINGATE WEALTH ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WINGATE WEALTH ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Mark Francis Greco offer?

Mark Francis Greco specializes in Financial Planning, Investment Management.

What are Mark Francis Greco's credentials?

Mark Francis Greco is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Francis Greco located?

Mark Francis Greco is based in LEXINGTON, Massachusetts, last registered with WINGATE WEALTH ADVISORS, INC..

How does Mark Francis Greco charge for services?

Mark Francis Greco's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WINGATE WEALTH ADVISORS, INC.?

WINGATE WEALTH ADVISORS, INC. has approximately 26 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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