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

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
GD

Greg S. Dodge

DODGE WEALTH MANAGEMENT
Foxboro, MA 02035
Some features on this profile are disabled
CRD#: 2645389
GD

Professional summary

Greg Stephen Dodge is a registered financial advisor currently at DODGE WEALTH MANAGEMENT located in Foxboro, Massachusetts.

Greg is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Greg has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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) - RIA

Click below to view Greg Stephen Dodge'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

July 16, 2014 - Present

DODGE WEALTH MANAGEMENT

Office #1: 16 Chestnut St Suite 121, Foxboro, MA 02035
RIA
CRD#: 170892
Foxboro, MA
Past

March 1, 2010 - October 29, 2015

LPL FINANCIAL LLC

RIA
CRD#: 6413
FOXBORO, MA
Past

March 1, 2010 - November 9, 2021

LPL FINANCIAL LLC

BD
CRD#: 6413
FOXBORO, MA
Past

July 10, 2007 - February 16, 2010

EDWARD JONES

RIA
CRD#: 250
WALPOLE, MA
Past

September 7, 1995 - February 16, 2010

EDWARD JONES

BD
CRD#: 250
WALPOLE, MA

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
Massachusetts
(7/16/2014)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/7/2007
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/8/1995
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: 9/6/1995
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/16/2010
General Securities Principal Examination

Current Firm

DW
DODGE WEALTH MANAGEMENT
DODGE WEALTH MANAGEMENT | GREG STEPHEN DODGE | DODGE, GREG S

CRD#: 170892 / SEC#:

Massachusetts
Registered Investment Advisory firm - (7/16/2014 Approved)
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
16 Chestnut St Suite 121, Foxboro, MA 02035
Mailing Address
Phone number
(508) 543-3500
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts107
AUM (Assets Under Management)$ 89,104,702

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

DODGE WEALTH MANAGEMENT

CRD#: 170892Foxboro, MA 02035

TRUST BUT VERIFY

Monitor Greg Dodge

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

Similar Advisors

Douglas Kelly
Douglas KellyAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Latham, NY
Michael Anthony Milazzo
Michael MilazzoAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
SOUTHPORT, NC
TR
Tamara RoseAdvisorCheck Check Mark
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
RR
BOSTON, MA
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.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.