GS
Greg Straka
GLOBAL INVESTMENT ADVISORY
MCDONOUGH, GA 30253
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CRD#: 2573943
GS
Greg StrakaGLOBAL INVESTMENT ADVISORY
Professional summary
Greg Straka, who also goes by Greg Straka, Gregory Terence Straka, is a registered financial advisor currently at GLOBAL INVESTMENT ADVISORY located in Mcdonough, Georgia and CAPE INVESTMENT ADVISORY, INC. located in Mcdonough, Georgia.
Greg is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Greg has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
At a Glance
Always Fiduciary
Aliases
Greg Straka | Gregory Terence Straka
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.
CRS (Client Relationship Summary) - RIA
Click below to view Greg Straka'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®
NoneExperience
Current
June 24, 2026 - Present
GLOBAL INVESTMENT ADVISORY
Office #1: 1600 Pennsylvania Avenue, Mcdonough, GA 30253RIA
CRD#: 310305
MCDONOUGH, GA
Current
July 13, 2026 - Present
CAPE INVESTMENT ADVISORY, INC.
Office #1: 1600 Pennsylvania Ave., Mcdonough, GA 30253RIA
CRD#: 146384
MCDONOUGH, GA
Past
September 16, 2025 - June 23, 2026
MODERN CAPITAL MANAGEMENT, CO.
RIA
CRD#: 306631
Charleston, SC
Past
August 16, 2018 - December 31, 2020
EQUITY SERVICES, INC.
RIA
CRD#: 265
ATLANTA, GA
Past
August 13, 2018 - December 31, 2020
EQUITY SERVICES, INC.
BD
CRD#: 265
ATLANTA, GA
Past
March 30, 2016 - August 2, 2018
MODERN CAPITAL ADVISORS, LLC
RIA
CRD#: 131117
ALPHARETTA, GA
Past
March 24, 2016 - August 1, 2018
LIBERTY PARTNERS FINANCIAL SERVICES, LLC
BD
CRD#: 130390
RALEIGH, NC
Past
June 15, 2015 - August 12, 2017
FINANCIAL CLARITY PARTNERS, LLC
RIA
CRD#: 178528
PEACHTREE CORNERS, GA
Past
October 3, 2011 - August 13, 2014
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
ATLANTA, GA
Past
April 19, 2002 - August 13, 2014
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
ATLANTA, GA
Past
January 24, 1995 - April 8, 2002
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
January 24, 1995 - April 8, 2002
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CAPE INVESTMENT ADVISORY, INC.
ACCG | US VETWEALTH | TRINITY STREET FINANCIAL | THE MILESTONE CENTER | TANNER INVESTMENT GROUP | SKYVIEW WEALTH | SEQUOIA ADVISORY SERVICES | SARASOTA FINANCIAL GROUP, INC. | S. ENOCHS INVESTMENTS LLC | ROBERTS FINANCIAL PARTNERS GROUP | RIA MATCH | RETIREMENT AND WEALTH STRATEGIES | RETIRE BY DESIGN | PARADIGM FINANCIAL GROUP LLC | MD PLANNING GROUP | MARCH WEALTH MANAGEMENT | KEEPING YOU RETIRED AKA ADVANCED FINANCIAL SERVICES | KEEGAN WEALTH MANAGEMENT | JACOBS WEALTH PLANNING, INC. | INVESTMENT FIDUCIARY PLANNERS, LLC | HERITAGE PLANNING GROUP P.C. | GPDIETZ FINANCIAL | GLACIER WEALTH MANAGEMENT | GEBA WEALTH MANAGEMENT | FINANCIAL NSIGHTS INC | DEES WEALTH MANAGEMENT | CMA FINANCIAL SERVICES | CAPITAL CHOICE ADVISORS | CAPE INVESTMENT ADVISORY, INC. | BLUEPRINT FINANCIAL SOLUTIONS | BARBER LACKEY FINANCIAL GROUP | BABB FINANCIAL GROUP | APEX CAPITAL ADVISING LLC | AMERICAN GLOBAL ADVISORY SERVICES | ADVANTAGE ADVISORY GROUP
CRD#: 146384 / SEC#: 801-71349
RIA
Registered Investment Advisory firm - (4/29/2010 Approved)Georgia
Registered Investment Advisory firm - (5/25/2010 Terminated)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.Highlighted states indicate IAR registrations
IAR
Georgia(6/25/2026)
IAR
South Carolina(6/24/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
CI
CAPE INVESTMENT ADVISORY, INC.
ACCG | US VETWEALTH | TRINITY STREET FINANCIAL | THE MILESTONE CENTER | TANNER INVESTMENT GROUP | SKYVIEW WEALTH | SEQUOIA ADVISORY SERVICES | SARASOTA FINANCIAL GROUP, INC. | S. ENOCHS INVESTMENTS LLC | ROBERTS FINANCIAL PARTNERS GROUP | RIA MATCH | RETIREMENT AND WEALTH STRATEGIES | RETIRE BY DESIGN | PARADIGM FINANCIAL GROUP LLC | MD PLANNING GROUP | MARCH WEALTH MANAGEMENT | KEEPING YOU RETIRED AKA ADVANCED FINANCIAL SERVICES | KEEGAN WEALTH MANAGEMENT | JACOBS WEALTH PLANNING, INC. | INVESTMENT FIDUCIARY PLANNERS, LLC | HERITAGE PLANNING GROUP P.C. | GPDIETZ FINANCIAL | GLACIER WEALTH MANAGEMENT | GEBA WEALTH MANAGEMENT | FINANCIAL NSIGHTS INC | DEES WEALTH MANAGEMENT | CMA FINANCIAL SERVICES | CAPITAL CHOICE ADVISORS | CAPE INVESTMENT ADVISORY, INC. | BLUEPRINT FINANCIAL SOLUTIONS | BARBER LACKEY FINANCIAL GROUP | BABB FINANCIAL GROUP | APEX CAPITAL ADVISING LLC | AMERICAN GLOBAL ADVISORY SERVICES | ADVANTAGE ADVISORY GROUP
CRD#: 146384 / SEC#: 801-71349
RIA
Registered Investment Advisory firm - (4/29/2010 Approved)Georgia
Registered Investment Advisory firm - (5/25/2010 Terminated)Loading...
Contact information
Main Address
1600 Pennsylvania Ave., Mcdonough, GA 30253
Mailing Address
Phone number
(678) 583-1120
Established
Firm type
Fiscal year end
# of Employees
140
SEC notice filing (39 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,769 |
| AUM (Assets Under Management) | $ 402,413,992 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CAPE INVESTMENT ADVISORY, INC.
CRD#: 146384Mcdonough, GA 30253TRUST BUT VERIFY
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