Gregory PowellCRD Number: 2361930
Current Firm: Sentry Advisors, LLC
Gregory Powell (CRD# 2361930) is an Investment Advisor Representative working at Sentry Advisors, LLC in San Francisco, CA and has over 30 years of experience in the finance industry.
Monetary Management Corporation
Perigon Wealth Management, LLC
|Sentry Advisors, LLC
|San Francisco, CA
|Jan 2015 - Current
|Sf Sentry Securities, Inc.
|San Francisco, CA
|Jan 2015 - Jul 2021
|Deutsche Bank Securities Inc.
|New York, NY
|Jan 2001 - Jan 2015
|Uniform Securities State Law Examination
|NASAA Investment Advisors Law Examination
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.Get Details on the FINRA Advisor Check site
Total Assets Under Management2,008MILLIONS
Total Number of Accounts560ACCOUNTS
Average Account Value$3,586,001
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, NY, TX, VA, WA, WY
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