Gregory Shaw, financial advisor New London CT
93 score

Gregory Shaw

CRD Number: 1064690
Current Firm: H. Beck, Inc.

Gregory Shaw (CRD# 1064690) is an Investment Advisor Representative working at H. Beck, Inc. in New London, CT and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
H. Beck Inc. Rockville, MD Nov 2003 - Current 13
Polaris Advisory Services New London, CT Feb 2000 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1993
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Gregory G. Shaw
Phone Number: 301-468-0100
Firm Website: https://www.hbeckinc.com
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    1,825
    MILLIONS
  • Total Number of Accounts
    10,457
    ACCOUNTS
  • Average Account Value
    $174,531
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, 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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