Greg A. Willsey

NOBLE FAMILY WEALTH

CLEARWATER, FL 33763

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CRD#: 1789607

Professional summary

Greg Alan Willsey, CFP®, who also goes by Greg Willsey, Gregory A Willsey, is a registered financial advisor currently at NOBLE FAMILY WEALTH located in Clearwater, Florida.

Greg is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Greg has worked at 5 firms and has passed the Series 65, Series 63, Series 31, Series 7 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Greg Willsey | Gregory A Willsey

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) MANAGER (2012), 2505 ENTERPRISE LLC, NOT INVESTMENT RELATED; LOCATED AT 2475 ENTERPRISE RD., CLEARWATER, FL, LLC OWNS OFFICE BUILDING GFS IS LOCATED, LESS THAN 5 HOURS PER MONTH DEVOTED TO THIS BUSINESS. (2) Managing Member (2015); Freedom Sails LLC; Not Investment Related; Clearwater, FL; LLC Owns Boat; Less than 1 Hour per month devoted to this business. (3) Managing Member (2013); Santina LLC; Not Investment Related; Clearwater, FL; LLC Owns Boat; Less than 1 Hour per month devoted to this business. (4) Managing Member (2024); Staysail Consulting LLC; Not Investment Related; Clearwater, FL; LLC Business Management; Less than 1 Hour per month devoted to this business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Greg Alan Willsey's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Experience

Current

October 18, 2024 - Present

NOBLE FAMILY WEALTH

Office #1: 2475 Enterprise Rd., Clearwater, FL 33763

RIA

CRD#: 315152

CLEARWATER, FL

Past

March 26, 2018 - August 18, 2021

MERCER GLOBAL ADVISORS INC.

RIA

CRD#: 147363

Clearwater, FL

Past

September 14, 2012 - July 13, 2018

GFS PRIVATE WEALTH

RIA

CRD#: 164467

CLEARWATER, FL

Past

February 17, 2006 - October 2, 2012

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

TAMPA, FL

Past

February 17, 2006 - October 2, 2012

RBC CAPITAL MARKETS, LLC

CRD#: 31194

TAMPA, FL

Past

March 8, 1988 - February 24, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

ST. PETERSBURG, FL

Past

February 24, 1988 - February 24, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

ST. PETERSBURG, FL

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".

NOBLE FAMILY WEALTH

NOBLE FAMILY WEALTH | NOBLE FAMILY WEALTH, LLC

CRD#: 315152 / SEC#: 801-121626

RIA

Registered Investment Advisory firm - (6/25/2021 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
(12/2/2024)

IAR

Texas
(10/18/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/12/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/24/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 6/30/2003

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 2/20/1988

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 3/11/1996

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

NOBLE FAMILY WEALTH

NOBLE FAMILY WEALTH | NOBLE FAMILY WEALTH, LLC

CRD#: 315152 / SEC#: 801-121626

RIA

Registered Investment Advisory firm - (6/25/2021 Approved)

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Contact information

Main Address

2475 Enterprise Rd., Clearwater, FL 33763

Mailing Address

Phone number

(727) 674-1462

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NOBLE FAMILY WEALTH BROCHURE (3/12/2025)

Regulatory assets under management

Total Number of Accounts	426
AUM (Assets Under Management)	$ 400,587,021

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/16/2025	Cover Page	Report
01/03/2023	Cover Page	Report

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.

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Firm Stability Insights

Greg A. Willsey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Greg Alan Willsey's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERCER GLOBAL ADVISORS INC.

GFS PRIVATE WEALTH

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

NOBLE FAMILY WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 9/12/1994

Series 63

Date: 2/24/1988

Series 31

Date: 6/30/2003

Series 7

Date: 2/20/1988

Series 8

Date: 3/11/1996

Current Firm

NOBLE FAMILY WEALTH

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

NOBLE FAMILY WEALTH

TRUST BUT VERIFY

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