GG
CFA · CFP
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
58 advisors
Number of Clients
2,261 clients
Average Client Portfolio
$112.3M average
Assets Under Management
$253.8B
Fee Structure
Financial Planning:Investment management only
The brochure discusses fees and compensation but does not provide specific fee schedules or amounts.
Areas of Practice
Investment Management
Loading...
Advisor Information
Office location
5780 Powers Ferry Rd. Nw, Atlanta, GA, 30327
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Gregory is a board member for CFA chart holder/State of Georgia, dedicating a few hours per week to this activity. He also serves as Pool Committee Chairman for a neighborhood swim and tennis club, spending minimal time per month.
Employment History
Current Registrations
Voya Investment Management CO. LLC
March 2019 - Present · 6 yrs 10 mos
Voya Investments Distributor, LLCBroker
March 2019 - Present · 6 yrs 10 mos
Previous Registrations
Pinnacle Wealth Management, INC.
July 2016 - March 2019 · 2 yrs 8 mos
Securities America, INC.Broker
April 2016 - March 2019 · 2 yrs 11 mos
Fidelity Brokerage Services LLCBroker
December 2014 - March 2016 · 1 yr 3 mos
State Registrations1 state
GA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.