Gregory Burton Gilbert
Professional Summary
Gregory Burton Gilbert, who also goes by Gregory B Gilbert, is a registered financial advisor currently at INFINITY FINANCIAL SERVICES ADVISORY located in Oakland, California and INFINITY FINANCIAL SERVICES located in Oakland, California. Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Gregory has worked at 5 firms and has passed the Series 66, Series 52TO, Series 79TO, Series 99TO, SIE, Series 3,...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Gregory B Gilbert
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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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.
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Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
FERRIER FINANCIAL | TRI VALLEY WEALTH MANAGEMENT | STERLING FIRST FINANCIAL | SMITH FINANCIAL GROUP | SILVERLIGHT FINANCIAL | SAOR FINANCIAL | PROVIDENCE FINANCIAL MANAGEMENT | ONELINK FINANCIAL SERVICES | MYZ FINANCIAL | MEDINA PRIVATE WEALTH | LOVELL WEALTH MANAGEMENT | LGC FINANCIAL | JONES CAPITAL MANAGEMENT | INFINITY FINANCIAL SERVICES ADVISORY | HOLADAY FINANCIAL | GUIDANCE FINANCIAL | GILBERT GREG RIA, LLC
Contact Information
Main Address
212 9th Street Suite 202, Oakland, CA 94607Phone Number
(510) 588-8000# of Employees
35SEC notice filing (46 States and Territories)
Registered to provide investment advisory services in 46 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
839AUM (Assets Under Management)
$173,954,611Similar Advisors
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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.
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Primary Firm SEC Registration
FERRIER FINANCIAL | TRI VALLEY WEALTH MANAGEMENT | STERLING FIRST FINANCIAL | SMITH FINANCIAL GROUP | SILVERLIGHT FINANCIAL | SAOR FINANCIAL | PROVIDENCE FINANCIAL MANAGEMENT | ONELINK FINANCIAL SERVICES | MYZ FINANCIAL | MEDINA PRIVATE WEALTH | LOVELL WEALTH MANAGEMENT | LGC FINANCIAL | JONES CAPITAL MANAGEMENT | INFINITY FINANCIAL SERVICES ADVISORY | HOLADAY FINANCIAL | GUIDANCE FINANCIAL | GILBERT GREG RIA, LLC
State Registrations and Notice Filings
(8/10/2018)
(9/12/2024)
(3/14/2022)
(5/23/2016)
(11/14/2007)
(12/11/2019)
(9/12/2024)
(11/6/2014)
(9/12/2024)
(8/12/2010)
(6/22/2016)
(1/15/2015)
(1/20/2017)
(8/18/2008)
(9/16/2016)
(10/15/2014)
(5/29/2008)
(7/6/2010)
(9/20/2017)
(10/29/2020)
(4/27/2016)
(1/15/2019)
(5/20/2008)
(2/27/2012)
(3/25/2019)
(1/12/2016)
(6/24/2013)
(6/17/2016)
(9/24/2026)
(10/21/2014)
(1/1/2011)
(5/30/2017)
(3/28/2019)
(12/16/2019)
(9/26/2016)
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 52TO — Municipal Securities Representative Examination
Passed Sep 2025About the Series 52TO examSeries 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Gregory Burton Gilbert's CRS (Customer Relationship Summary).
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