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GG

Gregory Grycan

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CRD#: 1663960
GG

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 Grycan was a registered financial professional .

Gregory is a previously registered financial professional and started their career in finance in 1987. Gregory had worked at 25 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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)


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

March 3, 2016 - May 12, 2016

PAULSON INVESTMENT COMPANY LLC

BD
CRD#: 5670
NEW YORK, NY
Past

October 10, 2014 - November 20, 2014

J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

RIA
CRD#: 124446
ATLANTA, GA
Past

October 6, 2014 - November 20, 2014

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
ATLANTA, GA
Past

July 23, 2013 - November 12, 2013

AEGIS CAPITAL CORP.

BD
CRD#: 15007
NEW YORK, NY
Past

July 21, 2010 - October 9, 2012

ADVANCED EQUITIES, INC.

RIA
CRD#: 35545
CHICAGO, IL
Past

October 9, 2009 - October 9, 2012

ADVANCED EQUITIES, INC.

BD
CRD#: 35545
CHICAGO, IL
Past

July 14, 2009 - October 13, 2009

MADISON AVENUE SECURITIES, LLC

BD
CRD#: 23224
SKOKIE, IL
Past

May 28, 2008 - September 10, 2008

MAXIM GROUP LLC

BD
CRD#: 120708
NEW YORK, NY
Past

May 7, 2001 - May 27, 2008

JOSEPH GUNNAR & CO. LLC

BD
CRD#: 24795
NEW YORK, NY
Past

January 10, 2001 - May 10, 2001

WEATHERLY SECURITIES CORPORATION

BD
CRD#: 11081
NEW YORK, NY
Past

July 28, 1998 - December 17, 2000

PLATINUM EQUITIES, INC.

BD
CRD#: 36347
NEW YORK, NY
Past

June 2, 1997 - July 16, 1998

THE THORNWATER COMPANY, L.P.

BD
CRD#: 36195
NEW YORK, NY
Past

January 20, 1995 - May 22, 1997

FIRST CAMBRIDGE SECURITIES CORPORATION

BD
CRD#: 21846
NEW YORK, NY
Past

October 21, 1994 - February 14, 1995

S. D. COHN & CO., INC.

BD
CRD#: 27827
HAUPPAUGE, NY
Past

September 19, 1994 - October 17, 1994

A. T. BROD & CO. INC.

BD
CRD#: 1319
CLEVELAND, OH
Past

June 30, 1994 - September 14, 1994

LT LAWRENCE & CO., INC.

BD
CRD#: 31956
NEW YORK, NY
Past

December 23, 1993 - July 8, 1994

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

August 10, 1993 - January 22, 1994

J.W. BARCLAY & CO., INC.

BD
CRD#: 23350
WOODBRIDGE, NJ
Past

July 7, 1993 - July 12, 1993

GKN SECURITIES CORP.

BD
CRD#: 19415
NEW YORK, NY
Past

September 23, 1992 - August 3, 1993

FIRST ASSET MANAGEMENT, INC.

BD
CRD#: 17341
GARDEN CITY, NY
Past

August 31, 1992 - September 22, 1992

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

September 9, 1991 - September 9, 1992

J.W. BARCLAY & CO., INC.

BD
CRD#: 23350
WOODBRIDGE, NJ
Past

December 13, 1989 - July 31, 1991

COMMONWEALTH ASSOCIATES

BD
CRD#: 20833
NEW YORK, NY
Past

December 1, 1989 - January 30, 1990

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

July 13, 1988 - December 6, 1989

COMMONWEALTH ASSOCIATES

BD
CRD#: 20833
NEW YORK, NY
Past

November 30, 1987 - July 6, 1988

D. H. BLAIR & CO., INC.

BD
CRD#: 6833
Past

July 2, 1987 - December 18, 1987

L. F. ROTHSCHILD & CO. INCORPORATED

BD
CRD#: 501
Past

April 29, 1987 - August 26, 1989

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY

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
IAR
Series 65
Date: 6/30/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


PI
PAULSON INVESTMENT COMPANY LLC
PAULSON INVESTMENT COMPANY LLC | PAULSON WEALTH ADVISORS | PAULSON INVESTMENT COMPANY, LLC | PAULSON INVESTMENT COMPANY, INC.

CRD#: 5670 / SEC#: 801-107194, 8-26807

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
10220 Sw Greenburg Rd Suite 465, Lake Oswego, OR 97035
Mailing Address
10220 Sw Greenburg Rd Suite 380, Portland, OR 97223
Phone number
(503) 243-6000
Established
Delaware since 03/23/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
PAULSON CAPITAL HOLDING COMPANY, LLCOWNER
CLARK, CHRISTOPHER STEVENCHAIRMAN, ELECTED MANAGER1952666
PARIGIAN, THOMAS STEWARTELECTED MANAGER1398840
SETTEDUCATI, ROBERT JOSEPHELECTED MANAGER AND DIRECTOR OF BUSINESS DEVELOPMENT1352722
DAVIS, TRENT DONALDCHIEF EXECUTIVE OFFICER2137171
RASMUSSEN, KATHLEEN HATLELICHIEF COMPLIANCE OFFICER2608755
WINKS, MALCOLM ALEXANDERPRESIDENT AND CFO/FINOP5153752

Disclosures


Regulatory Event35
Civil Event1
Arbitration8
Bond1

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


PAULSON INVESTMENT COMPANY LLC

CRD#: 5670

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