Gregory RogersCRD Number: 5941823
Current Firm: Strategic Advisers, Inc.
Gregory Rogers (CRD# 5941823) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 5 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Investments||Salt Lake City, UT||Jun 2011 - Current||6|
|Costco Wholesale||Sandy, UT||Jun 2008 - May 2011||2|
|University Of Utah||Salt Lake City, UT||Aug 2006 - Dec 2010||4|
|Salt Lake Community College||Taylorsville, UT||May 2009 - Aug 2009||< 1|
|U.s. Department Of Health And Human Services||Washington, DC||Jan 2009 - May 2009||< 1|
|Liberty Mountain LLC||Salt Lake City, UT||Nov 2007 - Jul 2008||< 1|
|Selway Contracting||Riverton, UT||Jan 2007 - Sep 2007||< 1|
|Discover Financial Services||Sandy, UT||Jul 2006 - Nov 2006||< 1|
|Ssm Distributing||Draper, UT||Jul 2006 - Oct 2006||< 1|
|Riverton High School||Riverton, UT||Aug 2003 - Aug 2006||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2011|
|S66||NASAA Uniform Combined State Law Examination||Jul 2012|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- 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
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