Maria Gregoriev, financial advisor Lake Forest CA
93 score

Maria Gregoriev

CRD Number: 1205648
Current Firm: Quest Capital Strategies, Inc.

Maria Gregoriev (CRD# 1205648) is an Investment Advisor Representative working at Quest Capital Strategies, Inc. in Lake Forest, CA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Sat Test Proctor San Rafael, CA Mar 2016 - Current 2
Proctor For The California High School Proficiency Examination San Rafael, CA Nov 2015 - Current 2
Maria Gregoriev-state Of Va, Pa, And Ca Department Of Insurance San Rafael, CA Sep 2014 - Current 3
Act San Rafael, CA Apr 2014 - Current 4
Infinity School San Rafael, CA Feb 2014 - Current 4
Quest Capital Strategies, Inc. Lake Forest, CA Jun 2013 - Current 4
Mckeon Family Limited Partnership San Rafael, CA Jan 1978 - Current 40
Capitol Art San Francisco, CA Jul 2017 - Jul 2017 < 1
Unemployed San Rafael, CA May 2013 - May 2013 < 1
Valic Financial Advisors, Inc. Emeryville, CA Jul 2011 - Apr 2013 1
Maria Gregoriev San Rafael, CA Jan 2010 - Jul 2011 1
Nylife Securities LLC San Francisco, CA Jul 2009 - Dec 2009 < 1
New York Life Insurance Company San Francisco, CA Jun 2009 - Dec 2009 < 1
Unemployed San Rafael, CA Jan 2009 - May 2009 < 1
Safeway Novato, CA Aug 2008 - Dec 2008 < 1
Unemployed San Rafael, CA Nov 2007 - Aug 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1990
Contact Info for Maria M. Gregoriev
Phone Number: 949-830-4885
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    35
    MILLIONS
  • Total Number of Accounts
    190
    ACCOUNTS
  • Average Account Value
    $184,211
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, MI, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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