Gregory C. Steele
Professional summary
Gregory Charles Steele, CFP®, who also goes by Greg Steele, Gregg Steele, is a registered financial advisor currently at G.C. STEELE & COMPANY located in Solvang, California.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Gregory has worked at 5 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Charles Steele's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1985
Experience
February 14, 2018 - Present
G.C. STEELE & COMPANY
March 2, 1994 - December 31, 1994
FINANCIAL WEST GROUP
October 11, 1989 - October 26, 1993
WEALTH RESOURCE CAPITAL CORPORATION
February 3, 1986 - October 18, 1989
CETERA WEALTH SERVICES, LLC
August 21, 1985 - February 3, 1986
ASSOCIATED SECURITIES CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/14/2018)
Exams
Current Firm
G.C. STEELE & COMPANY
CRD#: 136953 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 31 |
| AUM (Assets Under Management) | $ 19,355,003 |
Red Flags
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