Gregory Muir, financial advisor Denver CO
90 score

Gregory Muir

CRD Number: 6156840
Current Firm: Advice And Planning Services

Gregory Muir (CRD# 6156840) is an Investment Advisor Representative working at Advice And Planning Services in Denver, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Denver, CO Mar 2017 - Current 1
Tiaa-cref Individual & Institutional Services, LLC Denver, CO Mar 2017 - Current 1
Bank Of The West Cherry Creek, CO Aug 2015 - Feb 2017 1
Bancwest Investment Services Cherry Creek, CO Aug 2015 - Feb 2017 1
Royce Zimmerman Denver, CO Mar 2014 - Aug 2015 1
Northwestern Mutual Wealth Management Company Milwaukee, WI Feb 2014 - Aug 2015 1
Northwestern Mutual Investment Services, LLC Denver, CO Feb 2014 - Aug 2015 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler, AZ Jun 2010 - Feb 2014 3
Bank Of America Chandler, AZ Jun 2010 - Feb 2014 3
Arizona State University Tempe, AZ Aug 2006 - May 2010 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Gregory C. Muir
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    21,673
    MILLIONS
  • Total Number of Accounts
    55,750
    ACCOUNTS
  • Average Account Value
    $388,745
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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