Gregory Pittenger, financial advisor Raleigh NC

Gregory Pittenger

CRD Number: 4868251
Current Firm: Principal Global Investors, LLC

Gregory Pittenger (CRD# 4868251) is an Investment Advisor Representative working at Principal Global Investors, LLC in Raleigh, NC and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Principal Funds Distributor, Inc. Raleigh, NC Jul 2019 - Current 2
Gsp Ventures Inc. Raleigh, NC Aug 2017 - Current 4
Strategic Blueprint, LLC Atlanta, GA Jul 2019 - Jul 2019 < 1
Strategic Financial Alliance Atlanta, GA Aug 2018 - Jul 2019 < 1
Cornerstone Wealth Management, LLC Raleigh, NC Aug 2018 - Jul 2019 < 1
J.p. Morgan Institutional Investments Inc. Raleigh, NC Feb 2016 - Jul 2017 1
Jpmorgan Investment Management Inc. Raleigh, NC Jan 2011 - Jul 2017 6
J.p. Morgan Institutional Investments Inc. Raleigh, NC Nov 2010 - Dec 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2004
S65 NASAA Investment Advisors Law Examination Dec 2018
Contact Info for Gregory D. Pittenger
Phone Number: 800-533-1390
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    391,963
    MILLIONS
  • Total Number of Accounts
    9,209
    ACCOUNTS
  • Average Account Value
    $42,562,988
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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