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

Gregory Felton Hagood

SOLIC CAPITAL MANAGEMENT
WELLINGTON, FL
·CRD# 2658389·30 years experience

Professional Summary

Gregory Felton Hagood is a registered financial advisor currently at SOLIC CAPITAL MANAGEMENT, LLC located in Wellington, Florida and SOLIC CAPITAL LLC located in Atlanta, Georgia. Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Gregory has worked at 5 firms and has passed the Series 65, Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

PALM BEACH GARDENS, FL · CRD#
View profile
Benjamin Jay Silberman
Benjamin Jay Silberman

AMERIPRISE FINANCIAL SERVICES, LLC

PALM BEACH GARDENS, FL · CRD#
SC
Stuart Craig Chamberlin JR

SOUND INCOME STRATEGIES, LLC

Boca Raton, FL · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Robert Burns
Robert Burns

J.P. MORGAN SECURITIES LLC

PALM BEACH GARDENS, FL · CRD#
Benjamin Jay Silberman
Benjamin Jay Silberman

AMERIPRISE FINANCIAL SERVICES, LLC

PALM BEACH GARDENS, FL · CRD#
ED
Edgar Duran

TRANSAMERICA FINANCIAL ADVISORS, LLC

WEST PALM BEACH, FL · CRD#
SC
Stuart Craig Chamberlin JR

SOUND INCOME STRATEGIES, LLC

Boca Raton, FL · CRD#

Contact Information

Email

xxxxx@xxxx.xxx

Similar Advisors

Robert Burns
Robert Burns

J.P. MORGAN SECURITIES LLC

PALM BEACH GARDENS, FL · CRD#
Benjamin Jay Silberman
Benjamin Jay Silberman

AMERIPRISE FINANCIAL SERVICES, LLC

PALM BEACH GARDENS, FL · CRD#
ED
Edgar Duran

TRANSAMERICA FINANCIAL ADVISORS, LLC

WEST PALM BEACH, FL · CRD#
SC
Stuart Craig Chamberlin JR

SOUND INCOME STRATEGIES, LLC

Boca Raton, FL · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Robert Burns
Robert Burns

J.P. MORGAN SECURITIES LLC

PALM BEACH GARDENS, FL · CRD#
Benjamin Jay Silberman
Benjamin Jay Silberman

AMERIPRISE FINANCIAL SERVICES, LLC

PALM BEACH GARDENS, FL · CRD#
ED
Edgar Duran

TRANSAMERICA FINANCIAL ADVISORS, LLC

WEST PALM BEACH, FL · CRD#
SC
Stuart Craig Chamberlin JR

SOUND INCOME STRATEGIES, LLC

Boca Raton, FL · CRD#

Years of Experience

30 years in the financial services industry

Current & Past Employments

SOLIC CAPITAL MANAGEMENT, LLC·CRD# 167475
RIA
2200 Aero Club Drive, Wellington, FL 33414
August 18, 2022 - Present
SOLIC CAPITAL LLC·CRD# 158911
BD
3284 Northside Parkway Suite 450, Atlanta, GA 30327
January 2, 2014 - Present
ANKURA CAPITAL ADVISORS, LLC·CRD# 114155
BD
Atlanta, GA
September 15, 2006 - December 31, 2013
TRUIST SECURITIES, INC.·CRD# 6271
BD
Atlanta, GA
July 27, 2001 - September 11, 2006
THE ROBINSON-HUMPHREY COMPANY, LLC·CRD# 723
BD
Atlanta, GA
December 19, 1995 - July 27, 2001

Similar Advisors

Robert Burns
Robert Burns

J.P. MORGAN SECURITIES LLC

PALM BEACH GARDENS, FL · CRD#
Benjamin Jay Silberman
Benjamin Jay Silberman

AMERIPRISE FINANCIAL SERVICES, LLC

PALM BEACH GARDENS, FL · CRD#
ED
Edgar Duran

TRANSAMERICA FINANCIAL ADVISORS, LLC

WEST PALM BEACH, FL · CRD#
SC
Stuart Craig Chamberlin JR

SOUND INCOME STRATEGIES, LLC

Boca Raton, FL · CRD#

Current Firm

SC
SOLIC CAPITAL MANAGEMENT, LLC

SOLIC CAPITAL MANAGEMENT, LLC

CRD#: 167475 / SEC#: 801-106706
RIA
Registered Investment Advisory firm - SEC (1/31/2017 Terminated)
Florida
Registered Investment Advisory firm - Florida (10/23/2019 Approved)
Illinois
Registered Investment Advisory firm - Illinois (1/31/2017 Approved)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

2200 Aero Club Drive, Wellington, FL 33414

Phone Number

(847) 583-1618

# of Employees

4

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

1

AUM (Assets Under Management)

$59,173,579

Similar Advisors

Robert Burns
Robert Burns

J.P. MORGAN SECURITIES LLC

PALM BEACH GARDENS, FL · CRD#
Benjamin Jay Silberman
Benjamin Jay Silberman

AMERIPRISE FINANCIAL SERVICES, LLC

PALM BEACH GARDENS, FL · CRD#
ED
Edgar Duran

TRANSAMERICA FINANCIAL ADVISORS, LLC

WEST PALM BEACH, FL · CRD#
SC
Stuart Craig Chamberlin JR

SOUND INCOME STRATEGIES, LLC

Boca Raton, FL · CRD#

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.

I am involved in client engagements that run through an affiliated entity, SOLIC Capital Advisors, LLC. Such engagements may include my participation as an officer, fiduciary or a board member of a client and its subsidiaries. These roles do not provide any direct compensation outside of my employment with SOLIC Capital Advisors, LLC.

Similar Advisors

Robert Burns
Robert Burns

J.P. MORGAN SECURITIES LLC

PALM BEACH GARDENS, FL · CRD#
Benjamin Jay Silberman
Benjamin Jay Silberman

AMERIPRISE FINANCIAL SERVICES, LLC

PALM BEACH GARDENS, FL · CRD#
ED
Edgar Duran

TRANSAMERICA FINANCIAL ADVISORS, LLC

WEST PALM BEACH, FL · CRD#
SC
Stuart Craig Chamberlin JR

SOUND INCOME STRATEGIES, LLC

Boca Raton, FL · CRD#

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
IAR
Florida
(11/4/2025)
RR
Georgia
(8/6/2014)
RR
Illinois
(1/2/2014)
IAR
Illinois
(8/18/2022)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 2022About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2000About the Series 63 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 1995About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Aug 2007About the Series 24 exam
FINRA
SRO Registrations

Similar Advisors

Robert Burns
Robert Burns

J.P. MORGAN SECURITIES LLC

PALM BEACH GARDENS, FL · CRD#
Benjamin Jay Silberman
Benjamin Jay Silberman

AMERIPRISE FINANCIAL SERVICES, LLC

PALM BEACH GARDENS, FL · CRD#
ED
Edgar Duran

TRANSAMERICA FINANCIAL ADVISORS, LLC

WEST PALM BEACH, FL · CRD#
SC
Stuart Craig Chamberlin JR

SOUND INCOME STRATEGIES, LLC

Boca Raton, FL · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Felton Hagood's CRS (Customer Relationship Summary).

Similar Advisors

Robert Burns
Robert Burns

J.P. MORGAN SECURITIES LLC

PALM BEACH GARDENS, FL · CRD#
Benjamin Jay Silberman
Benjamin Jay Silberman

AMERIPRISE FINANCIAL SERVICES, LLC

PALM BEACH GARDENS, FL · CRD#
ED
Edgar Duran

TRANSAMERICA FINANCIAL ADVISORS, LLC

WEST PALM BEACH, FL · CRD#
SC
Stuart Craig Chamberlin JR

SOUND INCOME STRATEGIES, LLC

Boca Raton, FL · CRD#
GH
Follow Gregory
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required