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GL

Gregory R. Linsz

ICAPITAL MARKETS
Boston, MA 02110
Some features on this profile are disabled
CRD#: 2981369
GL
Gregory Robert LinszICAPITAL MARKETS

Professional summary

Gregory Robert Linsz, CFP®, CIMA® is a registered financial professional currently at ICAPITAL MARKETS LLC located in Boston, Massachusetts.

Gregory is registered as a RR (Registered Representative) and started their career in finance in 1998. Gregory has worked at 7 firms and has passed the Series 66, SIE, Series 31, Series 7 and Series 24 exams.

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) - BD

Click below to view Gregory Robert Linsz'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®
CFP®

Certified Financial Planner

CIMA®

Certified Investment Management Analyst

Experience

Current

July 23, 2026 - Present

ICAPITAL MARKETS LLC

Office #1: 10 High Street Suite 500, Boston, MA 02110
BD
CRD#: 118219
Boston, MA
Past

July 16, 2025 - July 16, 2026

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
PORTLAND, ME
Past

November 30, 2023 - June 10, 2025

ICAPITAL MARKETS LLC

BD
CRD#: 118219
CHAGRIN FALLS, OH
Past

March 13, 2018 - November 30, 2023

ICAPITAL SECURITIES, LLC

BD
CRD#: 171061
CHAGRIN FALLS, OH
Past

October 2, 2015 - March 2, 2018

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

BD
CRD#: 487
CHARLOTTE, NC
Past

March 13, 2008 - August 25, 2015

LPL FINANCIAL LLC

RIA
CRD#: 6413
CHESTERLAND, OH
Past

March 10, 2008 - August 25, 2015

LPL FINANCIAL LLC

BD
CRD#: 6413
CHESTERLAND, OH
Past

November 29, 2002 - March 3, 2008

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
BIRMINGHAM, MI
Past

November 15, 2002 - March 3, 2008

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

April 30, 1999 - November 21, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

July 24, 1998 - June 3, 1999

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
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

RR
Connecticut
(7/23/2026)
RR
Illinois
(7/23/2026)
RR
Indiana
(7/23/2026)
RR
Kentucky
(7/23/2026)
RR
Michigan
(7/23/2026)
RR
Minnesota
(7/23/2026)
RR
New York
(7/23/2026)
RR
Ohio
(7/24/2026)
RR
Pennsylvania
(7/23/2026)
RR
Wisconsin
(7/23/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/14/1999
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 10/31/2003
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 7/22/1998
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/20/2015
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

IM
ICAPITAL MARKETS LLC
AXIO FINANCIAL LLC | SCURA, RISE & PARTNERS SECURITIES, LLC | SCURA PARTNERS SECURITIES LLC | SCURA PALEY SECURITIES LLC | ICAPITAL MARKETS LLC

CRD#: 118219 / SEC#: , 8-53640

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
60 East 42nd Street 26th Floor, New York, NY 10165
Mailing Address
60 East 42nd Street 26th Floor, New York, NY 10165
Phone number
(646) 520-2020
Established
Delaware since 08/13/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
ICAPITAL MARKETS HOLDING LLCPARENT
GEORGE, THOMAS KEITHFINOP5378303
HOUSTON, STEPHEN HENRYHEAD OF BROKER DEALER1988668
MORGAN, COURTNEYCHIEF COMPLIANCE OFFICER6384535

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

ICAPITAL MARKETS LLC

CRD#: 118219Boston, MA 02110

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