Gregory BlakeCRD Number: 5392729
Current Firm: Goldman Sachs Personal Financial Management
Gregory Blake (CRD# 5392729) is an Investment Advisor Representative working at Goldman Sachs Personal Financial Management in Bethesda, MD and has over 15 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|United Capital Financial Advisers, LLC||Newport Beach, CA||Jul 2017 - Current||5|
|Wms Partners, LLC||Towson, MD||Nov 2014 - Jul 2017||2|
|Convergent Wealth Advisors||Rockville, MD||Mar 2011 - Nov 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2007|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management13,179MILLIONS
Total Number of Accounts82,991ACCOUNTS
Average Account Value$158,797
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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