GW
Gregory J. Weimer
CONFLUENCE FINANCIAL PARTNERS
Naples, FL 34108
Some features on this profile are disabled
CRD#: 1528413
GW
Professional summary
Gregory Joseph Weimer, who also goes by Greg Weimer, is a registered financial advisor currently at CONFLUENCE FINANCIAL PARTNERS located in Naples, Florida.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Gregory has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 24 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Greg Weimer
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.
1) Confluence Financial Partners; 732 E McMurray Rd McMurray PA 15317; Licensed Insurance Agent relating to insurance and/or annuity products & property and casualty insurance needs 2) Children's Hospital of Pittsburgh; Not Investment Related; 200 Lothrop Street Pgh PA 15213; Nature of Business: Hospital; Position: Vice-Chair of the Children's Hospital of Pittsburgh Foundation, Chair of the Development Committee and a Member of the Finance Committee; Start Date 4/2019; Devote 5 hr/month; 2 hr/month during trading hrs; Duties: Build the Foundation and grow the hospital's mission of philanthropy 3) South Hills Catholic Academy; Not Investment Related; 500 Sleepy Hollow Rd Pgh PA 15228 ; Nature of Business: School ; Position: Board Member; Start Date 05/2020 ; Devote 1 hr/month; 0 hr/month during trading hrs; Duties: Build the mission statement 4) Gregory James Ventures LLC ; Venetia, PA ; Nature of the Business: Real Estate Development ; Position/Title: Real Estate Development ; Investment Related: No ; Start Date: 02/01/2018 ; Hours per month devoted to this business: 1 ; Hours per month devoted to this business during trading hours: 0 Description of duties: By a piece of property with my partner, James Wilding (RJFS) to ultimately build new office building.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Joseph Weimer's 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®
NoneExperience
Current
July 6, 2021 - Present
CONFLUENCE FINANCIAL PARTNERS
Office #1: 999 Vanderbilt Beach Rd Suite 200, Naples, FL 34108Office #2: 732 E Mcmurray Rd, Mcmurray, PA 15317RIA
CRD#: 311980
Naples, FL
Past
April 24, 2015 - July 7, 2021
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
PITTSBURGH, PA
Past
April 24, 2015 - July 7, 2021
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
McMurray, PA
Past
November 11, 2013 - May 6, 2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
PITTSBURGH, PA
Past
November 7, 2013 - May 6, 2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
PITTSBURGH, PA
Past
November 10, 1993 - October 12, 2012
CAPITAL CLIENT GROUP, INC.
BD
CRD#: 6247
LOS ANGELES, CA
Past
February 10, 1989 - November 2, 1993
CNL SECURITIES CORP.
BD
CRD#: 10356
ORLANDO, FL
Past
July 23, 1986 - November 28, 1988
BUTCHER & SINGER INC.
BD
CRD#: 6517
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".
CF
CONFLUENCE FINANCIAL PARTNERS
CONFLUENCE FINANCIAL PARTNERS | CONFLUENCE WEALTH SERVICES, INC. | CONFLUENCE FINANCIAL PARTNERS, INC.
CRD#: 311980 / SEC#: 801-120711
RIA
Registered Investment Advisory firm - (4/5/2021 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.Highlighted states indicate IAR registrations
IAR
Florida(2/17/2024)
IAR
Pennsylvania(7/6/2021)
IAR
Texas(10/29/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
CF
CONFLUENCE FINANCIAL PARTNERS
CONFLUENCE FINANCIAL PARTNERS | CONFLUENCE WEALTH SERVICES, INC. | CONFLUENCE FINANCIAL PARTNERS, INC.
CRD#: 311980 / SEC#: 801-120711
RIA
Registered Investment Advisory firm - (4/5/2021 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
732 E Mcmurray Rd, Mcmurray, PA 15317
Mailing Address
Phone number
(724) 271-8801
Established
Firm type
Fiscal year end
# of Employees
68
SEC notice filing (36 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 12,924 |
| AUM (Assets Under Management) | $ 5,454,175,362 |
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.
