Gregory M. Beardslee

AMERICAN HARBOUR WEALTH MANAGEMENT

Orlando, FL 32819

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CRD#: 2377734

Professional summary

Gregory Morris Beardslee, who also goes by Greg Beardslee, is a registered financial advisor currently at AMERICAN HARBOUR WEALTH MANAGEMENT, LLC located in Orlando, Florida and APW CAPITAL, INC. located in Orlando, Florida.

Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Gregory has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Greg Beardslee

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.

Insurance Sales, no, 475 Mickleton Loop Ocoee FL 34761, nature: Insurance, Independent Agent, Sole Prop., 3/14/2001, hours: 2 investment related hours: 0, insurance sales. Description: life, disability, and annuity sales. American Harbour Wealth Management, LLC, Investment related:Yes, 7009 Dr Phillips Blvd, Orlando, Florida, 32819, , Principal Advisor, 08/16/2022, 140, Investment Advisory Services

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Morris Beardslee's 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

August 16, 2022 - Present

AMERICAN HARBOUR WEALTH MANAGEMENT, LLC

Office #1: 7009 Dr Phillips Blvd Suite 260, Orlando, FL 32819

RIA

CRD#: 322018

Orlando, FL

Current

February 9, 2022 - Present

APW CAPITAL, INC.

Office #1: 7009 Dr. Phillips Dr., Orlando, FL 32819

CRD#: 43814

Orlando, FL

Past

January 27, 2021 - February 9, 2023

DELTA CAPITAL MANAGEMENT, LLC

RIA

CRD#: 128350

MAITLAND, FL

Past

March 23, 2020 - February 9, 2022

DELTA SECURITIES COMPANY, LLC

CRD#: 130577

MAITLAND, FL

Past

July 21, 2010 - April 17, 2020

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA

CRD#: 15708

ORLANDO, FL

Past

July 16, 2010 - April 17, 2020

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

ORLANDO, FL

Past

March 16, 2001 - July 16, 2010

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

MAITLAND, FL

Past

March 16, 2001 - July 16, 2010

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

MAITLAND, FL

Past

January 14, 1996 - March 22, 2001

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ATLANTA, GA

Past

July 28, 1993 - December 19, 1994

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ATLANTA, GA

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.

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

Florida
(2/9/2022)

IAR

Florida
(8/16/2022)

Georgia
(9/19/2023)

Massachusetts
(9/19/2023)

North Carolina
(9/19/2023)

South Carolina
(10/20/2025)

Tennessee
(6/23/2022)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/5/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/16/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/27/1993

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

AMERICAN HARBOUR WEALTH MANAGEMENT, LLC

CRD#: 322018 / SEC#:

Florida

Registered Investment Advisory firm - (8/16/2022 Approved)

Texas

Registered Investment Advisory firm - (5/19/2022 Conditional Restricted)

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Contact information

Main Address

7009 Dr Phillips Blvd Suite 260, Orlando, FL 32819

Mailing Address

Phone number

(407) 484-3819

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	322
AUM (Assets Under Management)	$ 73,055,000

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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Advisor Monitoring

Firm Stability Insights

Gregory M. Beardslee

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Morris Beardslee's CRS (Customer Relationship Summary).

Certified licenses

Experience

APW CAPITAL, INC.

DELTA CAPITAL MANAGEMENT, LLC

DELTA SECURITIES COMPANY, LLC

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/5/2001

Series 63

Date: 6/16/1994

SIE

Date: 10/1/2018

Series 7

Date: 7/27/1993

FINRA

Current Firm

AMERICAN HARBOUR WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AMERICAN HARBOUR WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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