Gregory L. Robinson
Professional summary
Gregory Lyle Robinson, who also goes by Gregory Robinson, Greg Robinson, is a registered financial advisor currently at EXECUTIVE WEALTH SERVICES LLC located in Greensboro, North Carolina.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Gregory has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 79 and Series 15 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Lyle Robinson's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 17, 2025 - Present
EXECUTIVE WEALTH SERVICES LLC
Office #1: 717 Green Valley Road Suite 200, Greensboro, NC 27408July 21, 2021 - April 27, 2023
STILLPOINT CAPITAL, LLC
September 6, 2018 - September 30, 2019
STILLPOINT CAPITAL, LLC
January 27, 1998 - March 15, 1998
NEXT ADVISORS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/17/2025)
Exams
Series 15
Date: 10/9/1997
Foreign Currency Options ExaminationCurrent Firm
EXECUTIVE WEALTH SERVICES LLC
CRD#: 334950 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 2 |
| AUM (Assets Under Management) | $ 1,000,978 |
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
EXECUTIVE WEALTH SERVICES LLC
CRD#: 334950Greensboro, NC 27408TRUST BUT VERIFY
Monitor Gregory Robinson
Get automatic monthly alerts on:
