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GH

Gregory A. Hadley

CORE CAPITAL MANAGEMENT AND RESEARCH
Wilmette, IL
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CRD#: 2139748
GH
Gregory Anthony HadleyCORE CAPITAL MANAGEMENT AND RESEARCH

Professional summary

Gregory Anthony Hadley is a registered financial advisor currently at CORE CAPITAL MANAGEMENT AND RESEARCH INC. located in Wilmette, Illinois and BROOKWOOD INVESTMENT GROUP located in Wilmette, Illinois.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Gregory has worked at 7 firms and has passed the Series 65, Series 66 and Series 7 exams.

At a Glance

Always Fiduciary

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.
09/2015 - Present; Online Trading Academy; investment related; 929 Linden Ave, Wilmette, IL 60091; Options Trading Instructor for Online Trading Academy; 40-80 hours/month (40-80 during trading hours)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Anthony Hadley'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®
None

Experience

Current

May 4, 2023 - Present

CORE CAPITAL MANAGEMENT AND RESEARCH INC.

RIA
CRD#: 146285
Wilmette, IL
Current

August 7, 2026 - Present

BROOKWOOD INVESTMENT GROUP

RIA
CRD#: 316544
Wilmette, IL
Past

August 25, 2021 - May 8, 2023

BELPOINTE ASSET MANAGEMENT LLC

RIA
CRD#: 143440
WILMETTE, IL
Past

January 27, 2014 - August 20, 2021

BROOKSTONE WEALTH ADVISORS, LLC

RIA
CRD#: 137658
Wilmette, IL
Past

December 16, 2010 - December 31, 2011

MT RUSHMORE SECURITIES LLC

BD
CRD#: 130955
CHICAGO, IL
Past

October 28, 2010 - November 2, 2010

CASSANDRA TRADING GROUP, LLC

BD
CRD#: 117818
CHICAGO, IL
Past

April 30, 1997 - August 5, 1997

SALOMON BROTHERS INC.

BD
CRD#: 740
NEW YORK, NY

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".
BI
BROOKWOOD INVESTMENT GROUP
APO FINANCIAL | YATRA WEALTH DESIGN | THE ALCHEMISTS | T. MANN FINANCIAL | STRATEGIC ASSET PRESERVATION, INC. | REDWOOD PRIVATE WEALTH | NVISION | LAUREL WEALTH SOLUTIONS | INNOVATIVE PLANNING PARTNERS | DOVETAIL CAPITAL MANAGEMENT LLC | CK WEALTH MANAGEMENT GROUP | BURGESSER WEALTH MANAGEMENT | BROOKWOOD INVESTMENT GROUP LLC | BROOKWOOD INVESTMENT GROUP

CRD#: 316544 / SEC#: 801-122508

RIA
Registered Investment Advisory firm - (10/18/2021 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
Illinois
(5/16/2023)
IAR
Texas
(5/4/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/11/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 12/27/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 10/27/2010
General Securities Representative Examination

Current Firm

BI
BROOKWOOD INVESTMENT GROUP
APO FINANCIAL | YATRA WEALTH DESIGN | THE ALCHEMISTS | T. MANN FINANCIAL | STRATEGIC ASSET PRESERVATION, INC. | REDWOOD PRIVATE WEALTH | NVISION | LAUREL WEALTH SOLUTIONS | INNOVATIVE PLANNING PARTNERS | DOVETAIL CAPITAL MANAGEMENT LLC | CK WEALTH MANAGEMENT GROUP | BURGESSER WEALTH MANAGEMENT | BROOKWOOD INVESTMENT GROUP LLC | BROOKWOOD INVESTMENT GROUP

CRD#: 316544 / SEC#: 801-122508

RIA
Registered Investment Advisory firm - (10/18/2021 Approved)
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Contact information

Main Address
3930 E. Ray Road Suite 155, Phoenix, AZ 85044
Mailing Address
Phone number
(480) 646-3504
Established
Firm type
Fiscal year end
# of Employees
24

SEC notice filing (32 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BROOKWOOD INVESTMENT GROUP FIRM BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts6,200
AUM (Assets Under Management)$ 1,064,198,265

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

BROOKWOOD INVESTMENT GROUP

CRD#: 316544Wilmette, IL

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