Gregory Settle, financial advisor Portland OR

Gregory Settle

CRD Number: 1183932
Current Firm: Morgan Stanley Institutional Investment Advisors LLC

Gregory Settle (CRD# 1183932) is an Investment Advisor Representative working at Morgan Stanley Institutional Investment Advisors LLC in Portland, OR and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Hyas Group, LLC Portland, OR Mar 2010 - Current 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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Gregory T. Settle
Phone Number: 971.634.1500
Registered State(s):
  • OR
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    282
    MILLIONS
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $23,472,984
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, NV, OR, TX, WA

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