Gregory N. Roumpos
Professional summary
Gregory Nondas Roumpos, who also goes by Greg N Roumpos, Greg Nondas Roumpos, is a registered financial advisor currently at SOLITUDE WEALTH ADVISORS, LLC. located in Holladay, Utah.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Gregory has worked at 14 firms and has passed the Series 66, Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Nondas Roumpos's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 13, 2015 - Present
SOLITUDE WEALTH ADVISORS, LLC.
Office #1: 5200 South Highland Drive Suite 203, Holladay, UT 84117October 5, 2010 - July 11, 2013
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
December 16, 2008 - August 13, 2010
INTEGRITY ALLIANCE, LLC.
July 31, 2007 - November 21, 2008
INTEGRITY ALLIANCE, LLC.
July 24, 2007 - December 31, 2009
INTEGRITY ALLIANCE, LLC.
December 31, 2006 - December 31, 2014
SOLITUDE WEALTH ADVISORS, LLC.
October 25, 2006 - May 29, 2007
TRANSAMERICA FINANCIAL ADVISORS, LLC
September 26, 2006 - May 29, 2007
TRANSAMERICA FINANCIAL ADVISORS, LLC
March 16, 2004 - September 8, 2006
ONEAMERICA SECURITIES, INC.
February 18, 2004 - September 8, 2006
ONEAMERICA SECURITIES, INC.
June 4, 2003 - February 17, 2004
FIRST WESTERN ADVISORS
May 13, 2003 - February 17, 2004
FIRST WESTERN ADVISORS
February 6, 2003 - May 22, 2003
MML INVESTORS SERVICES, LLC
February 5, 2003 - May 22, 2003
MML INVESTORS SERVICES, LLC
May 31, 2001 - January 8, 2003
BANC ONE SECURITIES CORPORATION
September 9, 1998 - January 8, 2003
BANC ONE SECURITIES CORPORATION
August 19, 1996 - September 4, 1998
WELLS FARGO SECURITIES INC.
July 25, 1995 - August 19, 1996
FIRST INTERSTATE INVESTMENTS,INC.
March 26, 1994 - November 16, 1995
ESSEX NATIONAL SECURITIES, LLC
January 21, 1994 - February 3, 1994
PRUCO SECURITIES, LLC.
October 27, 1992 - December 31, 1993
OLSEN PAYNE & COMPANY
October 25, 1989 - September 16, 1992
FIDELITY BROKERAGE SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/13/2015)
Exams
Current Firm
SOLITUDE WEALTH ADVISORS, LLC.
CRD#: 142357 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 146 |
| AUM (Assets Under Management) | $ 30,214,106 |
Red Flags
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