Gregory Schlaudecker (CRD# 2068741) is an Investment Advisor Representative working at Adaptfirst Investments LLC in Jamestown, NC and has over 33 years of experience in the finance industry.
CRD# 4906373
Zuraw Financial Advisors, LLC
CRD# 6303334
Captrust
CRD# 1821508
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments, Inc. | Albany, NY | Feb 2021 - Current | 3 |
| Adaptfirst Investments LLC | Jamestown, NC | Feb 2018 - Current | 6 |
| Society Of Financial Service Professionals | Greensboro, NC | Dec 2015 - Current | 8 |
| Emerald College Planning LLC | Jamestown, NC | Feb 2009 - Current | 15 |
| Intercarolina Financial Services | Greensboro, NC | Jan 2004 - Nov 2020 | 16 |
| Baron Financial | Greensboro, NC | Mar 1998 - Nov 2020 | 22 |
| 1717 Capital Management Company | Greensboro, NC | Mar 1998 - Nov 2020 | 22 |
| Pacific Coast Lighting | High Point, NC | Oct 2016 - May 2018 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1990 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1998 |
- NC
- OH
-
Total Assets Under Management55MILLIONS
-
Total Number of Accounts836ACCOUNTS
-
Average Account Value$66,154
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
CA, FL, GA, IN, MD, NC, NY, OH, SC, TX
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