Gregory L. Robillard
Professional summary
Gregory Leo Robillard III, who also goes by Biff Robillard, Gregory L Robillard III, is a registered financial advisor currently at BANNERSTONE CAPITAL located in Wayzata, Minnesota.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Gregory has worked at 2 firms and has passed the Series 65, Series 63, Series 7 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Leo Robillard III's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 1, 2017 - Present
BANNERSTONE CAPITAL
Office #1: 328 Barry Avenue South Suite 210, Wayzata, MN 55391September 30, 2002 - May 14, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 22, 1983 - May 14, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
BANNERSTONE CAPITAL
CRD#: 147447 / SEC#: 801-132043
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/1/2017)
(5/10/2023)
Exams
Series 8
Date: 4/3/1997
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
BANNERSTONE CAPITAL
CRD#: 147447 / SEC#: 801-132043
Contact information
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 527 |
| AUM (Assets Under Management) | $ 143,920,000 |
Red Flags
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