Gregory Shaw, financial advisor Houston TX

Gregory Shaw

CRD Number: 5557872
Current Firm: Granite Harbor Advisors, Inc.

Gregory Shaw (CRD# 5557872) is an Investment Advisor Representative working at Granite Harbor Advisors, Inc. in Houston, TX and has over 15 years of experience in the finance industry. Gregory Shaw 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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Nxt:gen Financial Planning
Professional Designations
Company Name Location Dates Years
Granite Harbor Advisors, Inc. Houston, TX Jul 2016 - Current 7
Axa Advisors, LLC New York, NY Jun 2008 - Jul 2016 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Gregory D. Shaw
Phone Number: 832-461-0789
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    324
    MILLIONS
  • Total Number of Accounts
    675
    ACCOUNTS
  • Average Account Value
    $479,452
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

LA, NH, TX

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