Gregg Fine is an investment adviser representative (IAR) with state registration records since 2023, appearing at 3 firms. Currently registered with THE BALDWIN GROUP WEALTH ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| THE BALDWIN GROUP WEALTH ADVISORS, LLC | 2024-12-06 | present | Yes |
| THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC | 2024-04-03 | 2024-10-05 | — |
| CREATIVE PLANNING, LLC | 2023-05-10 | 2023-06-30 | — |