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Gregory G. Brown

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CRD#: 1415905
GB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gregory Gerard Brown, who also goes by Greg Brown, Gregg Brown, was a registered financial professional .

Gregory is a previously registered financial professional and started their career in finance in 1985. Gregory had worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Greg Brown | Gregg Brown

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

June 7, 2016 - April 17, 2017

CAPITAL ONE ADVISORS, LLC

RIA
CRD#: 136865
Brooklyn, NY
Past

June 3, 2016 - April 17, 2017

CAPITAL ONE INVESTING, LLC

BD
CRD#: 45744
BROOKLYN, NY
Past

December 21, 2015 - May 11, 2016

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
NEW YORK, NY
Past

July 31, 2002 - November 20, 2012

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
ELMSFORD, NY
Past

May 22, 1990 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

April 25, 1990 - November 20, 2012

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
ELMSFORD, NY
Past

May 1, 1989 - April 25, 1990

UR FINANCIAL, INC.

BD
CRD#: 10509
Past

October 3, 1985 - May 9, 1989

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305
EDISON, NJ

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/28/2015
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CO
CAPITAL ONE ADVISORS, LLC
CAPITAL ONE ADVISORS, LLC | SPARK 401K | SHAREBUILDER ADVISORS, LLC | SHAREBUILDER 401K

CRD#: 136865 / SEC#: 801-64662

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Contact information


Main Address
1750 Tysons Blvd 6th Floor, Mclean, VA 22102
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

CAPITAL ONE INVESTING 401K SERVICES BROCHURE 4.01.19 (3/29/2019)

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.

Company Information


CAPITAL ONE ADVISORS, LLC

CRD#: 136865

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