Gregory BanaszCRD Number: 2309421
Current Firm: Steward Partners Investment Advisory, LLC
Gregory Banasz (CRD# 2309421) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Washington, DC and has over 27 years of experience in the finance industry.
David Wealth Management, LLC
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Reframe Wealth, LLC
|Steward Partners Investment Solutions, LLC||Washington, DC||May 2022 - Current||1|
|Steward Partners LLC||Washington, DC||Jan 2016 - Current||7|
|Steward Partners Investment Advisory, LLC||Washington, DC||Jan 2016 - Current||7|
|Raymond James Financial Services Advisors Inc.||Washington, DC||Nov 2015 - Current||7|
|Raymond James Financial Services,inc||Washington, DC||Aug 2015 - Current||8|
|Steward Partners Global Advisory||Washington, DC||Feb 2014 - Current||9|
|Morgan Stanley Smith Barney||Frederick, MD||Jun 2009 - Jan 2014||4|
|Citigroup Global Markets Inc.||Frederick, MD||Feb 2006 - Jan 2014||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1996|
|S65||NASAA Investment Advisors Law Examination||Jan 1996|
|S66||NASAA Uniform Combined State Law Examination||Jun 2006|
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 Management12,169MILLIONS
Total Number of Accounts27,637ACCOUNTS
Average Account Value$440,314
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, 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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