Gregory L. Money
Professional summary
Gregory Lewis Money, who also goes by Greg Money, is a registered financial advisor currently at COASTAL WEALTH ADVISORY SERVICES, LLC located in Lake Mary, Florida.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Gregory has worked at 12 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Lewis Money's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 15, 2020 - Present
COASTAL WEALTH ADVISORY SERVICES, LLC
Office #1: 2500 W. Lake Mary Blvd Suite 215, Lake Mary, FL 32746July 1, 2019 - March 16, 2020
WORLD EQUITY GROUP, INC.
January 30, 2018 - July 13, 2020
TRIUMPH WEALTH ADVISORS, INC.
January 30, 2018 - August 1, 2019
TAYLOR CAPITAL MANAGEMENT INC.
November 6, 2017 - January 24, 2018
INTEGRITY ALLIANCE, LLC.
November 3, 2017 - January 24, 2018
INTEGRITY ALLIANCE, LLC.
May 31, 2011 - November 8, 2017
CFD INVESTMENTS, INC.
March 2, 2006 - May 25, 2011
SOUTHEAST INVESTMENTS, N.C., INC.
February 8, 2002 - January 27, 2006
EQUITY SERVICES, INC.
January 24, 2000 - January 25, 2002
METROPOLITAN LIFE INSURANCE COMPANY
January 24, 2000 - January 25, 2002
MSI FINANCIAL SERVICES, INC.
April 26, 1996 - January 10, 2000
EQUITY SERVICES, INC.
September 12, 1994 - June 30, 1995
ONEAMERICA SECURITIES, INC.
September 12, 1994 - June 30, 1995
AMERICAN UNITED LIFE INSURANCE COMPANY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/15/2020)
(8/21/2025)
(6/23/2020)
(7/15/2020)
(6/16/2020)
Exams
Current Firm
COASTAL WEALTH ADVISORY SERVICES, LLC
CRD#: 306986 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 301 |
| AUM (Assets Under Management) | $ 20,257,031 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
COASTAL WEALTH ADVISORY SERVICES, LLC
CRD#: 306986Lake Mary, FL 32746TRUST BUT VERIFY
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