GG
Gregory B. Gilbert
INFINITY FINANCIAL SERVICES ADVISORY
Oakland, CA 94607
Some features on this profile are disabled
CRD#: 3119457
GG
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, Series 7, Series 14, Series 4, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gregory B Gilbert
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. DBA; Infinity Financial Services; Investment related; OSJ Broker-Dealer; 212 9th Street; 09/23/2004; 0.05
2. Fixed Insurance; Mar Vista; Investment related; Insurance212 9th Street, Suite 2020.3
3. Real EstateElevate Real Estate Holdings, LLC; Investment related; Property Management; 02/01/2017; 0.01
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Burton Gilbert'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®
NoneExperience
Current
December 11, 2019 - Present
INFINITY FINANCIAL SERVICES ADVISORY
Office #1: 212 9th Street Suite 202, Oakland, CA 94607RIA
CRD#: 304981
Oakland, CA
Current
November 14, 2007 - Present
INFINITY FINANCIAL SERVICES
Office #1: 212 9th Street Suite 202, Oakland, CA 94607BD
CRD#: 144302
Oakland, CA
Past
March 24, 2008 - December 31, 2020
INFINITY FINANCIAL SERVICES
RIA
CRD#: 144302
LA MESA, CA
Past
June 20, 2006 - December 19, 2008
INFINITY FINANCIAL SERVICES
RIA
CRD#: 138247
OAKLAND, CA
Past
September 17, 2004 - May 13, 2008
LPL FINANCIAL LLC
RIA
CRD#: 6413
OAKLAND, CA
Past
September 17, 2004 - May 13, 2008
LPL FINANCIAL LLC
BD
CRD#: 6413
OAKLAND, CA
Past
April 7, 1999 - September 21, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
CASTRO VALLEY, CA
Past
December 2, 1998 - September 21, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IF
INFINITY FINANCIAL SERVICES ADVISORY
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
CRD#: 304981 / SEC#: 801-117719
RIA
Registered Investment Advisory firm - (12/5/2019 Approved)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.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
Alabama(8/10/2018)
RR
Alaska(9/12/2024)
RR
Arizona(3/14/2022)
RR
Arkansas(5/23/2016)
RR
California(11/14/2007)
IAR
California(12/11/2019)
RR
Colorado(9/12/2024)
RR
Connecticut(11/6/2014)
RR
District of Columbia(9/12/2024)
RR
Florida(8/12/2010)
RR
Georgia(6/22/2016)
RR
Hawaii(1/15/2015)
RR
Indiana(1/20/2017)
RR
Iowa(8/18/2008)
RR
Maine(9/16/2016)
RR
Massachusetts(10/15/2014)
RR
Michigan(5/29/2008)
RR
Minnesota(7/6/2010)
RR
Montana(9/20/2017)
RR
Nebraska(10/29/2020)
RR
Nevada(4/27/2016)
RR
New Hampshire(1/15/2019)
RR
New Mexico(5/20/2008)
RR
North Carolina(2/27/2012)
RR
North Dakota(3/25/2019)
RR
Ohio(1/12/2016)
RR
Oregon(6/24/2013)
RR
Pennsylvania(6/17/2016)
RR
Rhode Island(10/21/2014)
RR
Texas(1/1/2011)
RR
Vermont(5/30/2017)
RR
Virginia(3/28/2019)
RR
Washington(12/16/2019)
RR
Wisconsin(9/26/2016)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
IF
INFINITY FINANCIAL SERVICES ADVISORY
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
CRD#: 304981 / SEC#: 801-117719
RIA
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Contact information
Main Address
212 9th Street Suite 202, Oakland, CA 94607
Mailing Address
Phone number
(510) 588-8000
Established
Firm type
Fiscal year end
# of Employees
36
SEC notice filing (45 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 918 |
| AUM (Assets Under Management) | $ 150,097,662 |
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.
