Gregory Lee Petrie
Professional Summary
Gregory Lee Petrie, who also goes by Gregory L Petrie, is a registered financial advisor currently at BLACKRIDGE ASSET MANAGEMENT, LLC located in Chaska, Minnesota and PEAK BROKERAGE SERVICES, LLC located in Eden Prairie, Minnesota. Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Gregory has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Gregory L Petrie
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
30 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
AHEARN WEALTH MANAGEMENT | XECUTIVE WEALTH STRATEGIES | VERITAS WEALTH PLANNING LLC | THE FINANCIAL GUYS | TEXAS RETIREMENT HEADQUARTERS; CHAMPION CAPITAL ADVISORS | SNOW WEALTH MANAGEMENT, LLC | HPR WEALTH MANAGEMENT | HORIZON COMPASS WEALTH | GERMACK FINANCIAL | GEIGER INVESTMENTS | GATEWAY WEALTH STRATEGIES | FAITH INVESTMENT SERVICES, LLC | ECKEL FINANCIAL GROUP; RURAL ELECTRIC PLANNING GROUP | DIVERSIFIED FINANCIAL SOLUTIONS | COOK FINANCIAL GROUP | COMMONWEALTH FINANCIAL GROUP, LLC | CIAGLIA FINANCIAL | CHAMPION CAPITAL ADVISORS | BLACKRIDGE ASSET MANAGEMENT, LLC | BLACK LAB FINANCIAL SERVICES | ARTACHE ESTATE PLANNING | APOSTOLOS, LLC
Contact Information
Main Address
1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477Phone Number
(561) 641-5050# of Employees
69SEC notice filing (38 States and Territories)
Registered to provide investment advisory services in 38 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
696AUM (Assets Under Management)
$216,749,434Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
AHEARN WEALTH MANAGEMENT | XECUTIVE WEALTH STRATEGIES | VERITAS WEALTH PLANNING LLC | THE FINANCIAL GUYS | TEXAS RETIREMENT HEADQUARTERS; CHAMPION CAPITAL ADVISORS | SNOW WEALTH MANAGEMENT, LLC | HPR WEALTH MANAGEMENT | HORIZON COMPASS WEALTH | GERMACK FINANCIAL | GEIGER INVESTMENTS | GATEWAY WEALTH STRATEGIES | FAITH INVESTMENT SERVICES, LLC | ECKEL FINANCIAL GROUP; RURAL ELECTRIC PLANNING GROUP | DIVERSIFIED FINANCIAL SOLUTIONS | COOK FINANCIAL GROUP | COMMONWEALTH FINANCIAL GROUP, LLC | CIAGLIA FINANCIAL | CHAMPION CAPITAL ADVISORS | BLACKRIDGE ASSET MANAGEMENT, LLC | BLACK LAB FINANCIAL SERVICES | ARTACHE ESTATE PLANNING | APOSTOLOS, LLC
State Registrations and Notice Filings
(6/16/2021)
(3/11/2021)
(3/19/2021)
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.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Gregory Lee Petrie's CRS (Customer Relationship Summary).
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