Michael Shane Gregg
Investment Adviser Representative at IMA Advisory Services, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Michael Shane Gregg is an investment adviser representative with IMA Advisory Services, Inc. in Denver, CO, where they have been registered since 2024, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Colorado and Kansas.
Office
Advisors at this office: 23
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Colorado, Kansas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Black RockAug 2013 – Jan 2017New York, NY
- One Medical PassportAug 2017 – Sep 2018Willington, CT
- Partners GroupJun 2019 – Jan 2023Broomfield, CO
- IMA Advisory ServicesJul 2023 – no end date reportedDenver, CO
- UnemployedFeb 2017 – Jul 2017West Hartford, CT
- UnemployedOct 2018 – May 2019West Hartford, CT
- UnemployedFeb 2023 – Jun 2023Denver, CO
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About IMA Advisory Services, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $50,000 (waivable)
- Estimated blended rate
- 0.0125
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
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 45
- Offices listed on AdvisorFinder:
- 7
- Main office:
- Denver, CO
- SEC file number:
- 801-79108
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 19, 2026
View full firm profileOther advisors at IMA Advisory Services, Inc.
Showing 12 of 45 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Shane Gregg 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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