Christopher Matthew Greer
Professional Summary
Christopher Matthew Greer, who also goes by Chris Greer, is a registered financial advisor currently at GSG ADVISORS LLC located in Mount Laurel, New Jersey. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Christopher has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Chris Greer
Similar Advisors
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
DUCHARME WEALTH ADVISORS, LLC
OPPENHEIMER & CO. INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
DUCHARME WEALTH ADVISORS, LLC
OPPENHEIMER & CO. INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
DUCHARME WEALTH ADVISORS, LLC
OPPENHEIMER & CO. INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
DUCHARME WEALTH ADVISORS, LLC
OPPENHEIMER & CO. INC.
Years of Experience
34 years in the financial services industry
Current & Past Employments
Similar Advisors
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
DUCHARME WEALTH ADVISORS, LLC
OPPENHEIMER & CO. INC.
Current Firm
GSG ADVISORS LLC | LIFE-WEALTH ADVISORY GROUP | GSG ADVISORS, LLC
Contact Information
Main Address
307 Fellowship Road Suite 210, Mount Laurel, NJ 08054Phone Number
(856) 234-9595# of Employees
4SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
607AUM (Assets Under Management)
$862,328,782Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/26/2026 | Cover Page | Report |
| 02/04/2025 | Cover Page | Report |
| 01/16/2024 | Cover Page | Report |
Similar Advisors
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
DUCHARME WEALTH ADVISORS, LLC
OPPENHEIMER & CO. INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
DUCHARME WEALTH ADVISORS, LLC
OPPENHEIMER & CO. INC.
Primary Firm SEC Registration
GSG ADVISORS LLC | LIFE-WEALTH ADVISORY GROUP | GSG ADVISORS, LLC
State Registrations and Notice Filings
(7/2/2004)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
DUCHARME WEALTH ADVISORS, LLC
OPPENHEIMER & CO. INC.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Matthew Greer's CRS (Customer Relationship Summary).
Similar Advisors
RBC CAPITAL MARKETS, LLC
ROFFMAN MILLER ASSOCIATES INC
DUCHARME WEALTH ADVISORS, LLC
OPPENHEIMER & CO. INC.
