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Gregory Hamilton Wilson

Investment Adviser Representative at AWH Financial, LLC

Bala Cynwyd, PACRD #4479947Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
25 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Gregory Hamilton Wilson is an investment adviser representative in Bala Cynwyd, PA, currently registered with AWH Financial, LLC and Equitable Advisors, LLC. They have worked in the securities industry since 2001 and were previously registered with KARR Barth Financial Planning, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Pennsylvania and Texas.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Pennsylvania, Texas
Broker:
20 states and territories

Arizona, California, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Kansas, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/30/2001
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/19/2001

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

AWH Financial, LLCCurrent
2/15/2023 – Bala Cynwyd, PA
PST Advisors, LLCCurrent
1/3/2011 – Bala Cynwyd, PA
Equitable Advisors, LLCCurrent
7/5/2002 – Bala Cynwyd, PA
KARR Barth Financial Planning, Inc.
9/17/2004 – 5/14/2014Bala Cyn Wyd, PA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. AXA Advisors, LLC
    Nov 2001 – Jun 2020Bala Cynwyd, PA
  2. PST Advisors, LLC
    Aug 2010 – no end date reportedBala Cynwyd, PA
  3. Equitable Advisors, LLC
    Nov 2001 – no end date reportedNew York, NY
  4. AWH Financial, LLC
    Jan 2023 – no end date reportedBala Cynwyd, PA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About AWH Financial, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Selection of Other Advisers

Client types the firm serves

Individuals

Firm assets under management

Not disclosed

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
15
Offices listed on AdvisorFinder:
29
Main office:
Bala Cynwyd, PA
SEC file number:
801-128902

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 11, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gregory Hamilton Wilson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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