AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
GP

Gregory W. Porteous

BLUE OWL SECURITIES
San Francisco, CA
Some features on this profile are disabled
CRD#: 2302903
GP

Professional summary

Gregory William Porteous, who also goes by Gregory W Porteous, is a registered financial professional currently at BLUE OWL SECURITIES located in San Francisco, California.

Gregory is registered as a RR (Registered Representative) and started their career in finance in 1993. Gregory has worked at 13 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Gregory W Porteous

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) - BD

Click below to view Gregory William Porteous'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

October 16, 2025 - Present

BLUE OWL SECURITIES

BD
CRD#: 283250
San Francisco, CA
Past

September 3, 2015 - October 14, 2025

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BD
CRD#: 30107
Boston, MA
Past

January 3, 2012 - July 9, 2015

BLACKROCK INVESTMENTS, LLC

BD
CRD#: 38642
SAN FRANCISCO, CA
Past

July 28, 2008 - December 31, 2011

BLACKROCK FUND DISTRIBUTION COMPANY

BD
CRD#: 146183
SAN FRANCISCO, CA
Past

February 4, 2008 - December 31, 2008

BLACKROCK EXECUTION SERVICES

BD
CRD#: 39438
SAN FRANCISCO, CA
Past

May 16, 2007 - November 1, 2007

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

BD
CRD#: 487
CHARLOTTE, NC
Past

August 25, 1998 - May 15, 2007

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

July 24, 1998 - October 5, 1998

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX
Past

June 19, 1995 - May 27, 1997

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

June 19, 1995 - May 27, 1997

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

August 16, 1994 - May 25, 1995

LEGG MASON WOOD WALKER, INCORPORATED

BD
CRD#: 6555
BALTIMORE, MD
Past

January 4, 1993 - September 15, 1994

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

January 4, 1993 - September 15, 1994

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(10/16/2025)
RR
Alaska
(10/16/2025)
RR
Arizona
(10/16/2025)
RR
Arkansas
(10/16/2025)
RR
California
(10/16/2025)
RR
Colorado
(10/16/2025)
RR
Connecticut
(10/16/2025)
RR
Delaware
(10/16/2025)
RR
District of Columbia
(10/16/2025)
RR
Florida
(10/16/2025)
RR
Georgia
(10/16/2025)
RR
Hawaii
(10/16/2025)
RR
Idaho
(10/16/2025)
RR
Illinois
(10/16/2025)
RR
Indiana
(10/16/2025)
RR
Iowa
(10/16/2025)
RR
Kansas
(10/16/2025)
RR
Kentucky
(10/16/2025)
RR
Louisiana
(10/16/2025)
RR
Maine
(10/16/2025)
RR
Maryland
(10/16/2025)
RR
Massachusetts
(10/16/2025)
RR
Michigan
(10/16/2025)
RR
Minnesota
(10/16/2025)
RR
Mississippi
(10/16/2025)
RR
Missouri
(10/16/2025)
RR
Montana
(10/16/2025)
RR
Nebraska
(10/16/2025)
RR
Nevada
(10/16/2025)
RR
New Hampshire
(10/16/2025)
RR
New Jersey
(10/16/2025)
RR
New Mexico
(10/16/2025)
RR
New York
(10/16/2025)
RR
North Carolina
(10/16/2025)
RR
North Dakota
(10/16/2025)
RR
Ohio
(10/16/2025)
RR
Oklahoma
(10/16/2025)
RR
Oregon
(10/16/2025)
RR
Pennsylvania
(10/16/2025)
RR
Puerto Rico
(10/16/2025)
RR
Rhode Island
(10/16/2025)
RR
South Carolina
(10/16/2025)
RR
South Dakota
(10/16/2025)
RR
Tennessee
(10/16/2025)
RR
Texas
(10/16/2025)
RR
Utah
(10/16/2025)
RR
Vermont
(10/16/2025)
RR
Virginia
(10/16/2025)
RR
Washington
(10/16/2025)
RR
West Virginia
(10/16/2025)
RR
Wisconsin
(10/16/2025)
RR
Wyoming
(10/16/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 10/14/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/6/1994
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/24/1992
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

BO
BLUE OWL SECURITIES
BLUE OWL SECURITIES | OWL ROCK SECURITIES | OWL ROCK CAPITAL SECURITIES LLC | BLUE OWL SECURITIES LLC

CRD#: 283250 / SEC#: , 8-69744

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
375 Park Avenue, New York, NY 10152
Mailing Address
375 Park Avenue 4th Floor, New York, NY 10152
Phone number
(212) 419-3000
Established
Delaware since 12/17/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (52 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
BLUE OWL CAPITAL GROUP LLCSOLE MEMBER
AMATO, KERRI ANNCHIEF COMPLIANCE OFFICER4710835
CONNOR, SEAN RICHARDPRESIDENT AND CHIEF EXECUTIVE OFFICER6019182
DIRESTA, ANDREWFINOP7459031

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

BLUE OWL SECURITIES

CRD#: 283250San Francisco, CA

TRUST BUT VERIFY

Monitor Gregory Porteous

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.