Gregory SivaslianCRD 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.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|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|
Total Assets Under Management13,433MILLIONS
Total Number of Accounts92,356ACCOUNTS
Average Account Value$145,443
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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