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Gregg Lance Zeoli

Managing Member/Chief Compliance OfficerEmpire Financial Management Company, LLCCRD 2620340

About Gregg Lance Zeoli

Gregg Lance Zeoli is listed as Managing Member/Chief Compliance Officer at Empire Financial Management Company, LLC in New York, NY. Form ADV reports a beneficial ownership band of Under 5%. Gregg Lance Zeoli is associated with 3 registered advisers.

Reported ownership

Owns Under 5% of Empire Financial Management Company, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Gregg Lance Zeoli work?

Gregg Lance Zeoli is listed as Managing Member/Chief Compliance Officer at Empire Financial Management Company, LLC on SEC Form ADV.

How much of Empire Financial Management Company, LLC does Gregg Lance Zeoli own?

Form ADV reports a beneficial ownership band of Under 5%.

Empire Financial Management Company, LLC

TitleManaging Member/Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2007
View Empire Financial Management Company, LLC →

Overwatch Capital Advisors LLC

TitleOwner
Ownership25-50%
Control personYes
Since2026
View Overwatch Capital Advisors LLC →

Empire Financial Management Company, LLC

TitleShareholder
Ownership50-75%
Control personYes
Since2003
View Empire Financial Management Company, LLC →