Gregory C. Vermeulen

SFG WEALTH MANAGEMENT

TOWSON, MD 21204

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CRD#: 1365787

Professional summary

Gregory Charles Vermeulen is a registered financial advisor currently at SFG WEALTH MANAGEMENT located in Towson, Maryland and LPL FINANCIAL LLC located in Towson, Maryland.

Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Gregory has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Charles Vermeulen's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 16, 2016 - Present

SFG WEALTH MANAGEMENT

Office #1: 1104 Kenilworth Drive Suite 500, Towson, MD 21204

RIA

CRD#: 285785

TOWSON, MD

Current

August 1, 2006 - Present

LPL FINANCIAL LLC

Office #1: 1104 Kenilworth Drive Ste 500, Towson, MD 21204

RIA

CRD#: 6413

TOWSON, MD

Past

August 12, 2025 - July 10, 2026

LPL FINANCIAL LLC

RIA

CRD#: 6413

BALTIMORE, MD

Past

August 1, 2006 - April 5, 2017

LPL FINANCIAL LLC

RIA

CRD#: 6413

BALTIMORE, MD

Past

April 29, 2004 - August 7, 2006

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

TOWSON, MD

Past

May 3, 1999 - August 7, 2006

PARK AVENUE SECURITIES LLC

CRD#: 46173

TOWSON, MD

Past

April 8, 1991 - May 3, 1999

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

Past

October 16, 1985 - April 10, 1991

WS GRIFFITH SECURITIES, INC.

CRD#: 10410

HARTFORD, CT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SFG WEALTH MANAGEMENT

SFG WEALTH MANAGEMENT | SYNERGY FINANCIAL GROUP LLC | SFG WEALTH MANAGEMENT, LLC

CRD#: 285785 / SEC#: 801-108748

RIA

Registered Investment Advisory firm - (12/16/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(8/1/2006)

Delaware
(8/1/2006)

District of Columbia
(8/1/2006)

Maryland
(8/1/2006)

IAR

Maryland
(12/16/2016)

New York
(8/1/2006)

North Carolina
(8/1/2006)

Pennsylvania
(8/1/2006)

South Carolina
(3/23/2016)

Virginia
(8/1/2006)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/16/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/19/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/15/1986

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/15/1985

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

SFG WEALTH MANAGEMENT

SFG WEALTH MANAGEMENT | SYNERGY FINANCIAL GROUP LLC | SFG WEALTH MANAGEMENT, LLC

CRD#: 285785 / SEC#: 801-108748

RIA

Registered Investment Advisory firm - (12/16/2016 Approved)

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Contact information

Main Address

1104 Kenilworth Drive Suite 500, Towson, MD 21204

Mailing Address

Phone number

(410) 825-3200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A, APP 1 - WRAP BROCHURE (3/16/2026)

FORM ADV PART 2A - FIRM BROCHURE (3/16/2026)

Regulatory assets under management

Total Number of Accounts	1,982
AUM (Assets Under Management)	$ 760,214,689

Red Flags

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Gregory C. Vermeulen

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Charles Vermeulen's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

GUARDIAN INVESTOR SERVICES LLC

WS GRIFFITH SECURITIES, INC.

Primary Firm SEC Registration

SFG WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 4/16/2004

Series 63

Date: 6/19/1986

SIE

Date: 10/1/2018

Series 7

Date: 2/15/1986

Series 6

Date: 10/15/1985

FINRA

Current Firm

SFG WEALTH MANAGEMENT

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SFG WEALTH MANAGEMENT

TRUST BUT VERIFY

Contact information

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