Greg Voccio

CRD 2636069 · Fidelity Brokerage Services LLC · Smithfield, RI

IA RegisteredBroker

Also appears in the source record as: Greg Joseph Voccio; Greg Voccio

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (8): SIESeries 3Series 7Series 10Series 9Series 24Series 65Series 63
Registered states (5): Massachusetts · Rhode Island · Texas · Utah · Washington
Years in the industry (source record): 29
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (20)

From the source registration record · current first

Strategic Advisers LLCCurrent
Smithfield, RI · IA capacity

start not retrieved → present
Fidelity Brokerage Services LLCCurrent
Smithfield, RI · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
Smithfield, RI · IA capacity

Dec 15, 2021 → Mar 31, 2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Lincoln, RI · IA capacity

May 21, 2021 → Jul 14, 2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Lincoln, RI · BC capacity

May 21, 2021 → Jul 14, 2021
Euclid Wealth Management LLC
Rumford, RI · IA capacity

Aug 20, 2020 → Mar 26, 2021
Citizens Investment Services
Warren, RI · IA capacity

May 23, 2018 → Jul 28, 2020
Citizens Securities, Inc.
Warren, RI · BC capacity

May 23, 2018 → Jul 28, 2020
Royal Alliance Associates, Inc.
Cranston, RI · IA capacity

Jul 13, 2015 → May 23, 2018
Royal Alliance Associates, Inc.
Cranston, RI · BC capacity

Jul 13, 2015 → May 23, 2018
Banc Of America Investment Services, Inc.
Boston, MA · IA capacity

Oct 20, 2004 → Oct 23, 2009
Banc Of America Investment Services, Inc.
Boston, MA · BC capacity

Oct 20, 2004 → Oct 23, 2009
Quick & Reilly, Inc.
Boston, MA · IA capacity

Jun 14, 2004 → Oct 20, 2004
Quick & Reilly, Inc.
New York, NY · BC capacity

Jun 3, 2004 → Oct 20, 2004
Citigroup Global Markets Inc.
Newport, RI · IA capacity

Mar 1, 2004 → Jun 2, 2004
Citigroup Global Markets Inc.
New York, NY · BC capacity

Feb 4, 2004 → Jun 2, 2004
Linsco/Private Ledger Corp.
Fort Mill, SC · BC capacity

Jun 29, 2001 → Mar 26, 2002
Fleet Brokerage Securities, Inc.
New York, NY · BC capacity

Oct 14, 1997 → Feb 14, 1998
Corporate Securities Group, Inc.
St. Louis, MO · BC capacity

Sep 13, 1995 → Feb 22, 1996
L.C. Wegard & Co., Inc.
New York, NY · BC capacity

Aug 31, 1995 → Sep 13, 1995

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 2636069 ↗ FINRA BrokerCheck record for CRD 2636069 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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