Osaic Wealth
45yrs
Top advisor by experience in North Palm Beach
29yrs
Gregory Cecchini
Full name on record: Gregory Michael Cecchini
Financial advisor at Primoris Wealth Advisors
Based in North Palm Beach, Florida, Gregory Cecchini is a fiduciary financial advisor with 29 years of industry experience. Gregory has been with Primoris Wealth Advisors since 2022; before that, Gregory spent a year at Capital Analysts and two years at Lincoln Investment. Primoris Wealth Advisors offers investment management and is paid through a percentage of assets.
One of 70 advisors with offices in North Palm Beach, and one of 68 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 18% by experience nationwide
Office9250 Alternate A1a Suite A, North Palm Beach, FL 33403
How the firm is paid ?Percent of assets
Typical client at the firm ?$524,554
Advisors at the firm6
States licensed ?2 states
Services through Primoris Wealth Advisors
Investment management for individuals and small businessesInvestment management for businesses and institutionsNewsletters and publications
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowPrimoris Wealth Advisors, LLCCurrent firm
- Sep 2018 – Sep 2019Capital AnalystsPreviously
- 2017 – 2019Lincoln InvestmentPreviously
- 2013 – 2019Legend Advisory, LLCPreviously
Contact Gregory
(561) 296-0796Primoris Wealth Advisors main office 9250 Alternate A1a Suite ANorth Palm Beach, FL 33403Office · Get directions Firm websiteHTTP://WWW.PRIMORISWEALTHADVISORS.COM
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Questions to ask Gregory
Tailored to Gregory’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Gregory
How do I contact Gregory?
Call Primoris Wealth Advisors at (561) 296-0796 and ask for Gregory Cecchini. Gregory works from the North Palm Beach, FL office.
How long has Gregory been a financial advisor?
Gregory has been in the industry since 1997, about 29 years. Top 18% by experience nationwide.
What licenses does Gregory hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Gregory a fiduciary?
Gregory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gregory paid?
Primoris Wealth Advisors reports being paid by a percentage of the assets they manage. Ask Gregory for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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