Gregory Roumpos (CRD# 1697382) is an Investment Advisor Representative working at Solitude Wealth Advisors, LLC in Holladay, UT and has over 34 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Global Financial Private Capital, LLC | Sarasota, FL | Oct 2010 - Current | 13 |
| Galileo Financial Advisors, LLC | Cottonwood Heights, UT | Oct 2006 - Current | 17 |
| Galileo Financial Network | Cottonwood Heights, UT | Sep 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1989 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1998 |
| S66 | NASAA Uniform Combined State Law Examination | May 2001 |
- UT
-
Total Assets Under Management39MILLIONS
-
Total Number of Accounts140ACCOUNTS
-
Average Account Value$276,178
- A percentage of assets under your management
- Other
- 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)
ID, UT
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