Gregory S. Powell
Professional summary
Gregory Sutton Powell is a registered financial advisor currently at SENTRY ADVISORS, LLC located in San Francisco, California.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Gregory has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Sutton Powell's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 19, 2015 - Present
SENTRY ADVISORS, LLC
Office #1: 100 Pine Street Suite 1250, San Francisco, CA 94111May 5, 2015 - May 28, 2019
SAN FRANCISCO SENTRY INVESTMENT GROUP
February 19, 2015 - July 30, 2021
S F SENTRY SECURITIES, INC.
June 18, 2001 - February 10, 2015
DEUTSCHE BANK SECURITIES INC.
January 13, 2001 - February 10, 2015
DEUTSCHE BANK SECURITIES INC.
September 1, 1997 - January 13, 2001
DB ALEX. BROWN LLC
June 15, 1993 - September 1, 1997
ALEX. BROWN & SONS INCORPORATED
Primary Firm SEC Registration
SENTRY ADVISORS, LLC
CRD#: 174042 / SEC#: 801-80730
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/19/2015)
(3/20/2015)
(3/23/2015)
Exams
Current Firm
SENTRY ADVISORS, LLC
CRD#: 174042 / SEC#: 801-80730
Contact information
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 621 |
| AUM (Assets Under Management) | $ 2,465,680,477 |
Red Flags
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