Gregory Hogan, financial advisor Garden Grove CA

Gregory Hogan

CRD Number: 6606343
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Gregory Hogan (CRD# 6606343) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Garden Grove, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Garden Grove, CA Jan 2022 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Garden Grove, CA Nov 2021 - Current < 1
Unemployed Newport Beach, CA May 2021 - Oct 2021 < 1
Pepperdine University Malibu, CA Sep 2018 - Apr 2021 2
Pacific Select Distributors, LLC Newport Beach, CA Nov 2017 - Dec 2019 2
Pacific Life Insurance Company Newport Beach, CA Oct 2017 - Dec 2019 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Menlo Park, CA Jan 2016 - Sep 2017 1
Bank Of America, N.a. Menlo Park, CA Jan 2016 - Sep 2017 1
Unemployed Menlo Park, CA Jun 2015 - Dec 2015 < 1
Loyola Marymount University Annual Giving Los Angeles, CA Sep 2012 - May 2015 2
Loyola Marymount University Los Angeles, CA Aug 2011 - May 2015 3
San Francisco Giants San Francisco, CA May 2010 - Sep 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2022
Contact Info for Gregory Hogan
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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