Gregory Cecchini has been an investment adviser representative at Primoris Wealth Advisors since September 2019, and is not listed among the firm’s executive officers or direct owners.
Primoris Wealth Advisors, LLC is a North Palm Beach, FL firm with $230M under management, 429 clients and 7 advisers in one office, as of its March 2026 filing.
Gregory Cecchini is Senior Investment Advisor Representative of Primoris Wealth Advisors. He has over 23 years of professional experience as a financial professional. He began his career at Merrill Lynch in the tax-exempt services department, followed by a later career in which he developed a broad knowledge in the retirement plan space.
Gregory Cecchini’s longest registration is the current one, 7 years at Primoris Wealth Advisors since 2019. Before joining Primoris Wealth Advisors in 2019, Gregory Cecchini was registered through Capital Analysts and Lincoln Investment.
- – present · 7 yearsNorth Palm Beach, FL · Adviser representative · Firm CRD 125567
- Capital Analysts– · 1 yearWellington, FL · Adviser representative · Firm CRD 162200
- Lincoln Investment– · 2 yearsGetzville, NY · Adviser representative · Firm CRD 519
- Legend Advisory, LLC– · 6 yearsPalm Beach Gardens, FL · Adviser representative · Firm CRD 104761
Professional designations
Listed by Primoris Wealth Advisors
- CRC®
Investment adviser representative registrations
Gregory Cecchini is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from March 2022; the most recent is Florida, in March 2026.
- FloridaSince 5 March 2026
- TexasResidentSince 17 March 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 22 February 2013 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 November 1997 |
| Series 7 | General Securities Representative Examination | 31 October 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Gregory Michael Cecchini
- CRD
- 2936633
- Firm
- Primoris Wealth Advisors · CRD 125567
- Office
- 9250 ALTERNATE A1A, SUITE A, North Palm Beach, FL 33403
- Registration
- Investment adviser registration
- In the industry since
- January 1998
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- primoriswealthadvisors.com
Where does Gregory Cecchini work?
Gregory Cecchini is an investment adviser representative registered through Primoris Wealth Advisors, LLC since September 2019, and is not listed among the firm’s executive officers or direct owners.
Is Gregory Cecchini a financial advisor?
Yes. Gregory Cecchini has a current investment-adviser registration in Florida and Texas, through Primoris Wealth Advisors since September 2019.
How many years of experience does Gregory Cecchini have?
Gregory Cecchini has 28 years in the financial industry, since January 1998, across 4 adviser firms.
What exams has Gregory Cecchini passed?
Gregory Cecchini has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in October 1997. FINRA credited Gregory Cecchini with the SIE, which began in October 2018.
Where is Gregory Cecchini based?
Gregory Cecchini’s registered office is in North Palm Beach, FL.
Is Gregory Cecchini registered with FINRA?
No. Gregory Cecchini has no current broker registration.
How can I verify Gregory Cecchini’s record?
Search CRD 2936633 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gregory Cecchini’s full registration record.
