Financial advisor
Greg Selg
Now at LPL Financial · Bohemia, NY
Registered as GREG J SELG
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Greg Selg | Osaic | LPL Financial | Lateral | April 28, 2026 | $260M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| LPL FINANCIAL LLC | Investment adviser | April 20, 2026 | Current |
| LPL FINANCIAL LLC | Broker-dealer | April 20, 2026 | Current |
| OSAIC WEALTH, INC. | Investment adviser | October 11, 2024 | April 27, 2026 |
| OSAIC WEALTH, INC. | Broker-dealer | October 11, 2024 | April 27, 2026 |
| AMERICAN PORTFOLIOS ADVISORS, INC | Investment adviser | October 12, 2010 | October 11, 2024 |
| AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. | Broker-dealer | October 7, 2010 | October 11, 2024 |
| TIAA-CREF ADVICE AND PLANNING SERVICES | Investment adviser | November 20, 2007 | October 5, 2010 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Broker-dealer | November 20, 2007 | October 5, 2010 |
| UBS INTERNATIONAL INC. | Investment adviser | April 11, 2007 | September 20, 2007 |
| UBS INTERNATIONAL INC. | Broker-dealer | April 11, 2007 | September 20, 2007 |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | Investment adviser | February 6, 2007 | March 27, 2007 |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | Broker-dealer | February 5, 2007 | March 27, 2007 |
| CITICORP INVESTMENT SERVICES | Investment adviser | November 12, 2004 | January 25, 2007 |
| CITICORP INVESTMENT SERVICES | Broker-dealer | November 6, 2001 | January 25, 2007 |
| PRUDENTIAL SECURITIES INCORPORATED | Broker-dealer | October 6, 2000 | November 5, 2001 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.