Gregory Michael Orrell
Professional Summary
Gregory Michael Orrell is a registered financial advisor currently at ORRELL CAPITAL MANAGEMENT located in Livermore, California. Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Gregory has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
EAGLE STRATEGIES LLC
TERRAFIRMA WEALTH PARTNERS
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
EAGLE STRATEGIES LLC
TERRAFIRMA WEALTH PARTNERS
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
EAGLE STRATEGIES LLC
TERRAFIRMA WEALTH PARTNERS
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
EAGLE STRATEGIES LLC
TERRAFIRMA WEALTH PARTNERS
Years of Experience
43 years in the financial services industry
Current & Past Employments
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
EAGLE STRATEGIES LLC
TERRAFIRMA WEALTH PARTNERS
Current Firm
ORRELL & CO INC | ORRELL CAPITAL MANAGMENT, INC. | ORRELL CAPITAL MANAGEMENT, INC. | ORRELL CAPITAL MANAGEMENT
Contact Information
Main Address
2600 Kitty Hawk Road Suite 119, Livermore, CA 94551Phone Number
(925) 455-0802# of Employees
3SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
2AUM (Assets Under Management)
$238,933,634Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
EAGLE STRATEGIES LLC
TERRAFIRMA WEALTH PARTNERS
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
EAGLE STRATEGIES LLC
TERRAFIRMA WEALTH PARTNERS
Primary Firm SEC Registration
ORRELL & CO INC | ORRELL CAPITAL MANAGMENT, INC. | ORRELL CAPITAL MANAGEMENT, INC. | ORRELL CAPITAL MANAGEMENT
State Registrations and Notice Filings
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
EAGLE STRATEGIES LLC
TERRAFIRMA WEALTH PARTNERS
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Michael Orrell's CRS (Customer Relationship Summary).
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
EAGLE STRATEGIES LLC
TERRAFIRMA WEALTH PARTNERS
