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Gregory Zanetti, portrait

Gregory Zanetti

CCO/Managing Member at Zanetti Financial in Albuquerque, NM

Investment adviser registrationUpdated

Gregory Zanetti is CCO/Managing Member of Zanetti Financial, LLC, an investment adviser managing $809M, and works from its Albuquerque, NM office. Gregory Zanetti has been registered as an investment adviser representative through Zanetti Financial since 7 April 2026, has 28 years in the industry across 3 firms and has passed 5 licensing exams.

28
Years in industry
0
Years at firm
3
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Gregory Zanetti has been CCO/Managing Member of Zanetti Financial since October 2015, is a control person of the firm and directly owns 75% or more of it. Gregory Zanetti holds a Bachelor of Science from United States Military Academy, West Point, a Master's Degree in Business Administration from Boston University and a Master's Degree in Strategic Studies from US Army War College.

Zanetti Financial, LLC is an Albuquerque, NM firm with $809M under management, 1,481 clients and 2 advisers in one office, as of its April 2026 filing.

Greg Zanetti is Financial Advisor of Zanetti Financial, LLC, based in Albuquerque, New Mexico, the firm he started after returning to New Mexico. He worked as a financial advisor for E.F. Hutton and in 1991 became a financial advisor on his own. Before starting the firm he managed money for wealthy families and businesses in the Greater Seattle area, after earlier service in the U.S. Army and the New Mexico Army National Guard.

Gregory Zanetti’s longest registration was 12 years at Financial Network Investment Corporation (1996–2009). Before joining Zanetti Financial in 2026, Gregory Zanetti was registered through Talbot Financial, LLC and Financial Network Investment Corporation.

  1. – present · under a year
    Albuquerque, NM · Adviser representative · Firm CRD 282089
  2. – · 4 years
    Albuquerque, NM · Adviser representative · Firm CRD 282089
  3. – · 4 years
    Albuquerque, NM · Adviser representative · Firm CRD 282089
  4. – · under a year
    Bellevue, WA · Adviser representative · Firm CRD 282089
  5. Talbot Financial, LLC
    – · 5 years
    Bellevue, WA · Adviser representative · Firm CRD 155162
  6. Financial Network Investment Corporation
    – · 12 years
    Albuquerque, NM · Adviser representative · Firm CRD 13572

Credentials and registrations

Investment adviser representative registrations

Gregory Zanetti is registered as an investment adviser representative in New Mexico, since April 2026.

  • New MexicoSince 7 April 2026

Examinations

Series 651 October 1997
Name
Uniform Investment Adviser Law Examination
Series 2422 June 1995
Name
General Securities Principal Examination
Series 32 July 1986
Name
National Commodity Futures Examination
Series 6321 May 1986
Name
Uniform Securities Agent State Law Examination
Series 717 May 1986
Name
General Securities Representative Examination

Key facts

Full name
Gregory Joseph Zanetti
CRD
1506346
Firm
Zanetti Financial · CRD 282089
Role
CCO/Managing Member
Office
5130 SAN FRANCISCO RD NE, SUITE A, Albuquerque, NM 87109
Registration
Investment adviser registration
In the industry since
July 1998
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Gregory Zanetti work?

Gregory Zanetti has been CCO/Managing Member of Zanetti Financial, LLC since October 2015, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 6 April 2026

Is Gregory Zanetti a financial advisor?

Yes. Gregory Zanetti has a current investment-adviser registration in New Mexico, through Zanetti Financial since April 2026.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Gregory Zanetti have?

Gregory Zanetti has 28 years in the financial industry, since July 1998, across 3 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Gregory Zanetti passed?

Gregory Zanetti has passed 5 licensing exams: the Series 7, Series 63, Series 3, Series 24 and Series 65. The earliest, the Series 7, was passed in May 1986.

Source: IAPD individual record, checked 22 October 2026

Where did Gregory Zanetti work before Zanetti Financial?

Before Zanetti Financial, Gregory Zanetti was registered through Talbot Financial, LLC, October 2010 to December 2015; Financial Network Investment Corporation, July 1996 to May 2009.

Source: IAPD individual record, checked 22 October 2026

Where is Gregory Zanetti based?

Gregory Zanetti’s registered office is in Albuquerque, NM.

Source: IAPD individual record, checked 22 October 2026

Is Gregory Zanetti registered with FINRA?

No. Gregory Zanetti has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Gregory Zanetti’s record?

Search CRD 1506346 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gregory Zanetti’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Zanetti Financial

Sources

  1. IAPD individual record, CRD 1506346, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Zanetti Financial, LLC, filed 6 April 2026. Title, control and ownership bands.
  3. Zanetti Financial team page. Biography, education, credentials, awards and the portrait, reproduced for identification.