AdFi

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+)
GP

Gregory Philip Fong

California·CRD #1311029
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
41 yrs
States
1
Exams
8
Since
1985
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GP

Gregory Philip Nachman

Ohio·CRD #7841751
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee
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GP

Gregory Pierre Alerte

New York·CRD #5247455
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
20 yrs
States
1
Exams
4
Since
2006
Est. fee
AUM / Hourly / Flat Fee
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GR

Gregory Randall Jalli

California·CRD #7136465
Dual-registered

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

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
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GR

Gregory R Call

Idaho·CRD #4582330
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
24 yrs
States
2
Exams
6
Since
2002
Est. fee
AUM / Hourly / Flat Fee
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GR

Gregory Reed Giles

Arizona·CRD #5081420
Dual-registered

Dual-registered at TCFG INVESTMENT ADVISORS, LLC

Experience
16 yrs
States
5
Exams
3
Since
2010
Est. fee
AUM / Hourly
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GR

Gregory Reginald Van Kesteren

California·CRD #2390243
Dual-registered

Dual-registered at MARINER ADVISOR NETWORK

Experience
33 yrs
States
2
Exams
8
Since
1993
Est. fee
AUM / Hourly / Flat Fee
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GR

Gregory R Fortier

California·CRD #5600908
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
15 yrs
States
6
Exams
3
Since
2011
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GR

Gregory R Greiner

North Carolina·CRD #5892003
Dual-registered

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

Experience
15 yrs
States
2
Exams
3
Since
2011
Est. fee
AUM / Commission / Flat Fee
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GR

Gregory Richard Fuerst

Texas·CRD #1929971
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
37 yrs
States
2
Exams
8
Since
1989
Est. fee
AUM / Flat Fee
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GR

Gregory Rivine

Texas·CRD #4545275
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
20 yrs
States
1
Exams
5
Since
2006
Est. fee
AUM / Hourly / Flat Fee
View profile
GR

Gregory R Mason

New Hampshire·CRD #5285678
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
19 yrs
States
3
Exams
5
Since
2007
Est. fee
AUM / Hourly / Flat Fee
View profile
GR

Gregory Robert Bisser

Texas·CRD #2035994
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
36 yrs
States
2
Exams
5
Since
1990
Fee
AUM / Other
View profile
GR

Gregory Robert Caldwell

Arizona·CRD #6893219
IA Rep

Investment Adviser Rep at SUMMIT GLOBAL INVESTMENTS, LLC

Experience
8 yrs
States
5
Exams
4
Since
2018
Fee
AUM / Performance-based / Other
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GR

Gregory Robert Dukes

Pennsylvania·CRD #4441372
Dual-registered

Dual-registered at MORALIS TECHNOLOGIES, LLC

Experience
8 yrs
States
2
Exams
6
Since
2018
Est. fee
AUM
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GR

Gregory Robert Kizelevich

New Jersey·CRD #5128573
Dual-registered

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

Experience
20 yrs
States
2
Exams
3
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
GR

Gregory Robert Lund

Minnesota·CRD #2347263
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
29 yrs
States
1
Exams
6
Since
1997
Fee
AUM / Other
View profile
GR

Gregory Robert Mattes

New York·CRD #8150951
IA Rep

Investment Adviser Rep at KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Fee
AUM
View profile
GR

Gregory Romatzick

Connecticut·CRD #5077855
Dual-registered

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

Experience
19 yrs
States
2
Exams
3
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
GR

Gregory Ronald Bogdan

Illinois·CRD #4994933
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

Experience
16 yrs
States
1
Exams
2
Since
2010
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
GR

Gregory Russell Bremer

Wisconsin·CRD #4695268
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
23 yrs
States
1
Exams
4
Since
2003
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GR

Gregory Russel Mugnier

Pennsylvania·CRD #7403065
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
GR

Gregory Ryan Bradstreet

Arizona·CRD #5357252
Dual-registered

Dual-registered at FARNAM FINANCIAL

Experience
17 yrs
States
2
Exams
5
Since
2009
Est. fee
AUM / Hourly / Flat Fee
View profile
GR

Gregory Ryan Kelly

Texas·CRD #7437345
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
4 yrs
States
1
Exams
5
Since
2022
Est. fee
AUM / Hourly / Flat Fee
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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