Gregory Vezzosi has been an investment adviser representative at BNA Wealth since November 2024, and is not listed among the firm’s executive officers or direct owners.
Bna Wealth, Inc. is a Rock Hill, SC firm with $620M under management, 542 clients and 5 advisers in one office, as of its July 2026 filing.
Gregory Vezzosi’s longest registration was 7 years at Charles Schwab & Co., Inc. (2015–2023). Before joining BNA Wealth in 2024, Gregory Vezzosi was registered through Advice and Planning Services and Charles Schwab & Co., Inc.
- Advice and Planning Services– · 1 yearCharlotte, NC · Adviser representative · Firm CRD 20472
- Charles Schwab & Co., Inc.– · 7 yearsHuntersville, NC · Adviser representative · Firm CRD 5393
Investment adviser representative registrations
Gregory Vezzosi is registered as an investment adviser representative in 2 states. Each was approved in November 2024.
- North CarolinaSince 29 November 2024
- South CarolinaSince 29 November 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 10 December 2015 |
| Series 7 | General Securities Representative Examination | 24 November 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Gregory Scott Vezzosi
- CRD
- 6352889
- Firm
- BNA Wealth · CRD 39326
- Office
- 596 HERRONS FERRY ROAD, SUITE 300, Rock Hill, SC 29730
- Registration
- Investment adviser registration
- In the industry since
- February 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Gregory Vezzosi work?
Gregory Vezzosi is an investment adviser representative registered through Bna Wealth, Inc. since November 2024, and is not listed among the firm’s executive officers or direct owners.
Is Gregory Vezzosi a financial advisor?
Yes. Gregory Vezzosi has a current investment-adviser registration in North Carolina and South Carolina, through BNA Wealth since November 2024.
How many years of experience does Gregory Vezzosi have?
Gregory Vezzosi has 10 years in the financial industry, since February 2016, across 3 adviser firms.
What exams has Gregory Vezzosi passed?
Gregory Vezzosi has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2015. FINRA credited Gregory Vezzosi with the SIE, which began in October 2018.
Where did Gregory Vezzosi work before BNA Wealth?
Before BNA Wealth, Gregory Vezzosi was registered through Advice and Planning Services, June 2023 to November 2024; Charles Schwab & Co., Inc., December 2015 to May 2023.
Where is Gregory Vezzosi based?
Gregory Vezzosi’s registered office is in Rock Hill, SC.
Is Gregory Vezzosi registered with FINRA?
No. Gregory Vezzosi has no current broker registration.
How can I verify Gregory Vezzosi’s record?
Search CRD 6352889 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gregory Vezzosi’s full registration record.