Homer P. Parsegian

GREENBELT INVESTMENT ADVISORS

ROUND ROCK, TX 78664

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CRD#: 3142944

Professional summary

Homer Phillips Parsegian is a registered financial advisor currently at GREENBELT INVESTMENT ADVISORS, LLC located in Round Rock, Texas.

Homer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Homer has worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Homer Phillips Parsegian's CRS (Customer Relationship Summary).

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

December 9, 2010 - Present

GREENBELT INVESTMENT ADVISORS, LLC

Office #1: 100 E Main Street Suite 101, Round Rock, TX 78664

RIA

CRD#: 155704

ROUND ROCK, TX

Past

January 12, 2011 - June 10, 2011

SUNBELT SECURITIES, INC.

CRD#: 42180

HOUSTON, TX

Past

April 30, 2008 - December 31, 2010

EVOLVE SECURITIES, INC.

CRD#: 127474

DALLAS, TX

Past

April 3, 2007 - January 25, 2011

EVOLVE INVESTMENT ADVISORS

RIA

CRD#: 131714

AUSTIN, TX

Past

April 3, 2007 - April 30, 2008

AFS BROKERAGE, INC.

CRD#: 25924

AUSTIN, TX

Past

May 7, 2004 - April 4, 2007

RIVERSTONE WEALTH MANAGEMENT, INC.

RIA

CRD#: 40418

AUSTIN, TX

Past

December 18, 2000 - April 4, 2007

RIVERSTONE WEALTH MANAGEMENT, INC.

CRD#: 40418

AUSTIN, TX

Past

December 8, 1998 - December 18, 2000

THE AVANTUS GROUP, INC.

CRD#: 39347

AUSTIN, TX

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".

GREENBELT INVESTMENT ADVISORS, LLC

CRD#: 155704 / SEC#: 801-126059

RIA

Registered Investment Advisory firm - (7/14/2022 Approved)

California

Registered Investment Advisory firm - (8/14/2022 Terminated)

Texas

Registered Investment Advisory firm - (7/15/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Texas
(12/9/2010)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/13/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/4/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/3/1998

General Securities Representative Examination

Current Firm

GREENBELT INVESTMENT ADVISORS, LLC

CRD#: 155704 / SEC#: 801-126059

RIA

Registered Investment Advisory firm - (7/14/2022 Approved)

California

Registered Investment Advisory firm - (8/14/2022 Terminated)

Texas

Registered Investment Advisory firm - (7/15/2022 Terminated)

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Contact information

Main Address

100 E Main Street Suite 101, Round Rock, TX 78664

Mailing Address

Phone number

(800) 617-3900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART II PART 2A (3/24/2025)

ASSET MANAGEMENT PROGRAM-FS2 WRAP ACCOUNT BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts	409
AUM (Assets Under Management)	$ 151,370,451

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.

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Homer P. Parsegian

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Homer Phillips Parsegian's CRS (Customer Relationship Summary).

Certified licenses

Experience

SUNBELT SECURITIES, INC.

EVOLVE SECURITIES, INC.

EVOLVE INVESTMENT ADVISORS

AFS BROKERAGE, INC.

RIVERSTONE WEALTH MANAGEMENT, INC.

RIVERSTONE WEALTH MANAGEMENT, INC.

THE AVANTUS GROUP, INC.

Primary Firm SEC Registration

GREENBELT INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/13/2004

Series 63

Date: 1/4/1999

Series 7

Date: 12/3/1998

Current Firm

GREENBELT INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GREENBELT INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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