Gregory Sivaslian, financial advisor Los Gatos CA
93 score

Gregory Sivaslian

CRD Number: 1170835
Current Firm: Securities America Advisors, Inc.

Gregory Sivaslian (CRD# 1170835) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Los Gatos, CA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America, Inc. Los Gatos, CA Jul 2007 - Current 9
Securities America Advisors, Inc. Los Gatos, CA Jul 2007 - Current 9
Sivaslian & Associates Los Gatos, CA Jun 1983 - Current 33
Brookstreet Securities Corporation Irvine, CA Feb 2007 - Jul 2007 < 1
Securities America Advisors, Inc. Los Gatos, CA Aug 1995 - Feb 2007 11
Securities America, Inc. Los Gatos, CA Apr 1995 - Feb 2007 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1991
Contact Info for Gregory K. Sivaslian
Phone Number: 402-399-9111
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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
93
Clean Record
This advisor has a clean track record with regulators.

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