Gregory Lamonica
Advisor at &PARTNERS
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Gregory Lamonica is a financial advisor at &PARTNERS with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing Services LLC, Securities Management & Research, Inc., and Farm Family. Lamonica is involved with several investment-related ventures including managing his own FINET practice and holding ownership stakes in other wealth management entities. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a comprehensive range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, utilizing both proprietary and third-party strategy models combined with platform technology.
Client services
Based on &PARTNERS
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
Expertise
Based on &PARTNERS
Wealth management
Active portfolio management
Options & derivatives strategies
Private / alternative investments
Fee options
Financial Planning Fee, Estate/Trust/Family Office Administration Consulting Fee, Consulting Fee - negotiated fixed fees as agreed with client
Brokerage commissions on certain transactions; commissions received from mutual funds and insurance products
Hourly Consulting Fee as agreed with client, invoiced monthly
Research Report Services fee of $500/month
Minimum fee: $40 annual fee if account is below Envestnet recommended minimum for Tax Overlay Services Fee-only: Financial Planning Fee, Estate/Trust/Family Office Consulting Fee, Hourly Consulting Fee, Consulting Fee - all negotiated fixed or hourly fees as agreed with client
Location
6403 County Road 32
Norwich, NY 13815
Most active in
Gregory L has reported serving >5 clients in these states in the last 12 months.
New York
Work history
&PARTNERS
2026 - Present (1 year)
Wells Fargo Advisors
2023 - 2026 (3 years)
Wells Fargo Clearing Services LLC
2018 - 2023 (5 years)
Securities Management & Research, Inc.
2013 - 2018 (5 years)
Farm Family
2013 - 2018 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Erinn F
Series 63, Series 65
Norwich, NY
Flanagan Financial Management
Brian V
Series 63, Series 65
Norwich, NY
NBT Capital Management, Inc.
Peter D
CFP®, Series 63, Series 66
Norwich, NY
&PARTNERS
Marci R
Series 63, Series 66
Norwich, NY
&PARTNERS
Peter S
Series 63, Series 65
Norwich, NY
Ameriprise
Robert C
Series 63
Norwich, NY
LPL Financial
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")