Gregory Oviatt, financial advisor Cleveland OH

Gregory Oviatt

CRD Number: 4952059
Current Firm: Boyd Watterson Asset Management, LLC

Gregory Oviatt (CRD# 4952059) is an Investment Advisor Representative working at Boyd Watterson Asset Management, LLC in Cleveland, OH and has over 14 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Incore Capital Management Birmingham, MI Sep 2000 - Sep 2019 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2006
Contact Info for Gregory D. Oviatt
Phone Number: 216-771-3450
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    8,051
    MILLIONS
  • Total Number of Accounts
    1,621
    ACCOUNTS
  • Average Account Value
    $4,966,987
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

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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