James Gregory, financial advisor Charlotte NC

James Gregory

CRD Number: 3151829
Current Firm: Biltmore Family Office, LLC

James Gregory (CRD# 3151829) is an Investment Advisor Representative working at Biltmore Family Office, LLC in Charlotte, NC and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Biltmore Family Office, LLC Charlotte, NC Dec 2017 - Current 6
Gorelick Brothers Capital Charlotte, NC Mar 2011 - Dec 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2000
S65 NASAA Investment Advisors Law Examination Aug 2018
Contact Info for James M. Gregory
Phone Number: 704-248-5230
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    2,323
    MILLIONS
  • Total Number of Accounts
    959
    ACCOUNTS
  • Average Account Value
    $2,421,950
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, FL, MA, NC, NH, SC, TX

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