Gregory Englebreth, financial advisor Philadelphia PA
96 score

Gregory Englebreth

CRD Number: 3181701
Current Firm: State Farm Investment Management Corp.

Gregory Englebreth (CRD# 3181701) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Philadelphia, PA and has over 17 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Gregg Englebreth Insurance Agency Southampton, PA Sep 2015 - Current 1
Stae Farm Vp Management Corp Southampton, PA Sep 2015 - Current 1
State Farm Investment Management Corp Philadelphia, PA Sep 2011 - Current 5
Gregory Englebreth Insurance Agency Philadelphia, PA Jan 2001 - Current 15
State Farm Vp Management Corp. Philadelphia, PA Jan 2000 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1999
Contact Info for Gregory B. Englebreth
Phone Number: 800-447-0740
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    20,243
    MILLIONS
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $722,957,698
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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