Gregory Giuffra, financial advisor Glendale CO
96 score

Gregory Giuffra

CRD Number: 5454882
Current Firm: Highwater Wealth Management LLC

Gregory Giuffra (CRD# 5454882) is an Investment Advisor Representative working at Highwater Wealth Management LLC in Glendale, CO and has over 8 years of experience in the finance industry. Gregory Giuffra has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Highwater Wealth Management, LLC Glendale, CO Aug 2015 - Current 1
Charles Schwab Bank Denver, CO Aug 2009 - Current 7
Charles Schwab & Company, Inc. Englewood, CO Nov 2007 - Current 8
Hotel Monaco Denver Denver, CO Aug 2005 - Oct 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2008
S66 NASAA Uniform Combined State Law Examination Sep 2009
Contact Info for Gregory K. Giuffra
Phone Number: 7204767924
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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

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