Gregory Settle, financial advisor Portland OR
73 score

Gregory Settle

CRD Number: 1183932
Current Firm: Hyas Group

Gregory Settle (CRD# 1183932) is an Investment Advisor Representative working at Hyas Group in Portland, OR and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Hyas Group, LLC Portland, OR Mar 2010 - Current 6
Aon Investment Consulting Seattle, WA Jan 2008 - Mar 2010 2
Northwest Capital Management, Inc. Portland, OR Apr 2007 - Dec 2007 < 1
Icma-rc Services, LLC Olympia, WA Sep 1992 - Apr 2007 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1989
S65 NASAA Investment Advisors Law Examination May 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Gregory T. Settle
Phone Number: 971.634.1500
Firm Website:
Registered State(s):
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States


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