Gregory P. Savidge

CAPITAL ASSET MANAGEMENT GROUP

West Palm Beach, FL

Some features on this profile are disabled

CRD#: 2828219

Professional summary

Gregory Peter Savidge, who also goes by Greg Savidge, is a registered financial advisor currently at CAPITAL ASSET MANAGEMENT GROUP, INC. located in West Palm Beach, Florida and LPL FINANCIAL LLC located in West Palm Beach, Florida.

Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Gregory has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Greg Savidge

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.

1. 07/2025 - CAMG, Inc. - DBA for LPL Business (entity for LPL business) - West Palm Beach, FL - INV REL - Start Date 03/02/2017 - 10hrs/mth | 5hrs during trading 2. 07/2025 - CAMG, Inc. - Non-Variable Insurance - West Palm Beach, FL - INV REL - Start Date 03/02/2017 - 10hrs/mth | 5hrs during trading 3. 07/2025 - (HYBRID) Capital Asset Management Group, Inc. - Registered Investment Advisor Hybrid - West Palm Beach, FL - INV REL - Start Date 05/24/2001 - 200hrs/mth | 100hrs during trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Peter Savidge'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

August 11, 2017 - Present

CAPITAL ASSET MANAGEMENT GROUP, INC.

RIA

CRD#: 288745

West Palm Beach, FL

Current

July 10, 2025 - Present

LPL FINANCIAL LLC

RIA

CRD#: 6413

WEST PALM BEACH, FL

Past

October 30, 2006 - May 9, 2025

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

WEST PALM BEACH, FL

Past

December 3, 2001 - July 10, 2025

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

WEST PALM BEACH, FL

Past

September 21, 2000 - November 3, 2006

SPECTRUM ASSETS, INC.

RIA

CRD#: 127497

BOCA RATON, FL

Past

August 23, 2000 - October 29, 2001

STRATEGIC ASSETS INC.

CRD#: 37590

MELVILLE, NY

Past

January 7, 1997 - September 23, 1998

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(7/10/2025)

IAR

Florida
(8/11/2017)

Florida
(7/11/2025)

IAR

Louisiana
(8/14/2017)

Massachusetts
(7/10/2025)

New Jersey
(7/10/2025)

New York
(7/10/2025)

IAR

Texas
(8/13/2021)

Texas
(7/10/2025)

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

State Security Law Exam

IAR

Series 65

Date: 1/29/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/14/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/6/1997

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CAPITAL ASSET MANAGEMENT GROUP, INC.

CRD#: 288745 / SEC#:

Florida

Registered Investment Advisory firm - (8/11/2017 Approved)

Louisiana

Registered Investment Advisory firm - (8/14/2017 Approved)

Texas

Registered Investment Advisory firm - (8/13/2021 Conditional Restricted)

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

West Palm Beach, FL

Mailing Address

Phone number

(561) 997-9113

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	46
AUM (Assets Under Management)	$ 26,434,798

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Gregory P. Savidge

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Peter Savidge's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

SPECTRUM ASSETS, INC.

STRATEGIC ASSETS INC.

PRUDENTIAL EQUITY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/29/1997

Series 63

Date: 1/14/1997

SIE

Date: 10/1/2018

Series 7

Date: 1/6/1997

FINRA

Current Firm

CAPITAL ASSET MANAGEMENT GROUP, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CAPITAL ASSET MANAGEMENT GROUP, INC.

TRUST BUT VERIFY

Similar Advisors