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Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
GJ

Gregory John Bayer

Florida·CRD #1526183
Dual-registered

Dual-registered at ARAX ADVISORY PARTNERS

Experience
40 yrs
States
2
Exams
3
Since
1986
Est. fee
AUM / Hourly / Flat Fee / Performance-based / Other
Minimum
$50k
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GJ

Gregory John Bentley

California·CRD #705379
Dual-registered

Dual-registered at EXODUS WEALTH, LLC

Experience
42 yrs
States
1
Exams
10
Since
1984
Est. fee
AUM / Hourly / Flat Fee
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GJ

Gregory John Bonzagni

Iowa·CRD #2790251
Dual-registered

Dual-registered at BEACON CAPITAL MANAGEMENT, INC.

Experience
27 yrs
States
1
Exams
6
Since
1999
Est. fee
AUM
Minimum
$25k
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GJ

Gregory John Curran

Pennsylvania·CRD #6210412
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
13 yrs
States
1
Exams
6
Since
2013
Est. fee
AUM / Commission / Flat Fee
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GJ

Gregory John Davidson

New Jersey·CRD #1440821
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
37 yrs
States
3
Exams
4
Since
1989
Est. fee
AUM / Flat Fee
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GJ

Gregory John Dier

Colorado·CRD #8262282
IA Rep

Investment Adviser Rep at CORE PLANNING

States
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee
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GJ

Gregory John Dupee

Pennsylvania·CRD #2089880
Dual-registered

Dual-registered at AEGIS CAPITAL CORP.

Experience
32 yrs
States
1
Exams
5
Since
1994
Est. fee
AUM / Hourly
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GJ

Gregory John Halstead

New York·CRD #1626685
Dual-registered

Dual-registered at SILVER OAK SECURITIES, INC.

Experience
39 yrs
States
1
Exams
6
Since
1987
Est. fee
AUM / Hourly / Flat Fee
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GJ

Gregory John Hannah

California·CRD #2312912
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
31 yrs
States
1
Exams
4
Since
1995
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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GJ

Gregory John Heinrich

Florida·CRD #4745848
Dual-registered

Dual-registered at KOVACK ADVISORS, INC.

Experience
22 yrs
States
1
Exams
8
Since
2004
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
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GJ

Gregory John Lesko

New York·CRD #2088339
IA Rep

Investment Adviser Rep at DELTEC ASSET MANAGEMENT LLC

Experience
5 yrs
States
1
Exams
3
Since
2021
Fee
AUM / Performance-based
Minimum
$500k
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GJ

Gregory John McLaughlin

Florida·CRD #4078794
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
26 yrs
States
3
Exams
6
Since
2000
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GJ

Gregory John Mistovich

Massachusetts·CRD #823724
Dual-registered

Dual-registered at VANDERBILT ADVISORY SERVICES

Experience
50 yrs
States
1
Exams
6
Since
1976
Est. fee
AUM / Hourly / Flat Fee
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GJ

Gregory John Pusinelli

Illinois·CRD #2429189
Dual-registered

Dual-registered at WILLIAM BLAIR & COMPANY L.L.C.

Experience
31 yrs
States
1
Exams
5
Since
1995
Est. fee
AUM / Flat Fee
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GJ

Gregory John Roel

California·CRD #3189351
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
27 yrs
States
2
Exams
4
Since
1999
Est. fee
AUM / Commission / Flat Fee
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GJ

Gregory John Schwartz III

Florida·CRD #6599257
Dual-registered

Dual-registered at SCHWARTZ & CO.

Experience
10 yrs
States
2
Exams
4
Since
2016
Est. fee
AUM / Hourly / Flat Fee
View profile
GJ

Gregory John Schwartz Jr

Florida·CRD #1177836
Dual-registered

Dual-registered at SCHWARTZ & CO.

Experience
42 yrs
States
2
Exams
8
Since
1984
Est. fee
AUM / Hourly / Flat Fee
View profile
GJ

Gregory John Spinazze

Michigan·CRD #836100
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
49 yrs
States
1
Exams
5
Since
1977
Est. fee
AUM / Hourly / Flat Fee
View profile
GJ

Gregory John Stokes

Louisiana·CRD #5884268
Dual-registered

Dual-registered at STOKES FAMILY OFFICE LLC

Experience
14 yrs
States
2
Exams
3
Since
2012
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
GJ

Gregory John Swickline

Florida·CRD #6816042
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
7 yrs
States
3
Exams
5
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
GJ

Gregory John Workman

Massachusetts·CRD #4109970
Dual-registered

Dual-registered at KELLY FINANCIAL SERVICES LLC

Experience
9 yrs
States
1
Exams
6
Since
2017
Est. fee
AUM / Hourly / Flat Fee
View profile
GJ

Gregory John Zink

Michigan·CRD #7324723
IA Rep

Investment Adviser Rep at AVANTAX PLANNING PARTNERS, INC.

Experience
5 yrs
States
1
Exams
1
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
GJ

Gregory Jonathan Ritter

Ohio·CRD #3087358
Dual-registered

Dual-registered at EMERSON EQUITY LLC

Experience
26 yrs
States
1
Exams
5
Since
2000
Est. fee
AUM / Hourly / Flat Fee
View profile
GJ

Gregory Jon Beebe

North Dakota·CRD #7350949
IA Rep

Investment Adviser Rep at KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Experience
5 yrs
States
3
Exams
1
Since
2021
Fee
AUM
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

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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