Gregory Allen Naylor Jr
CFP®Professional Summary
Gregory Allen Naylor JR, CFP® is a registered financial advisor currently at NAYLOR ASSET MANAGEMENT, LLC located in Bloomington, Minnesota. Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Gregory has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
ELEMENT SQUARED PRIVATE WEALTH
LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
ELEMENT SQUARED PRIVATE WEALTH
LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
ELEMENT SQUARED PRIVATE WEALTH
LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC
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.
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.
Similar Advisors
ELEMENT SQUARED PRIVATE WEALTH
LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC
Credentials
Years of Experience
20 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
ELEMENT SQUARED PRIVATE WEALTH
LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC
Current Firm
FIAT ASSET MANAGEMENT LLC | NAYLOR ASSET MANAGEMENT, LLC
Contact Information
Main Address
3800 American Boulevard West, Suite 1500, Bloomington, MN 55431Phone Number
(612) 940-0901# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
180AUM (Assets Under Management)
$42,000,000Similar Advisors
ELEMENT SQUARED PRIVATE WEALTH
LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
ELEMENT SQUARED PRIVATE WEALTH
LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC
State Registrations and Notice Filings
(6/10/2015)
(6/9/2015)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
ELEMENT SQUARED PRIVATE WEALTH
LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Allen Naylor JR's CRS (Customer Relationship Summary).
Similar Advisors
ELEMENT SQUARED PRIVATE WEALTH
LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC