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Gregory Bertram Coverdale JR

Gregory B. Coverdale

WALL ST LLC
Wilmington, DE
Some features on this profile are disabled
CRD#: 4008628
Gregory Bertram Coverdale JR

Professional summary

Gregory Bertram Coverdale JR, CFP®, who also goes by Greg Bertram Coverdale Jr., Greg Coverdale, Gregory Bertram Coverdale Jr., Gregory Bertram Coverdale, is a registered financial advisor currently at WALL ST LLC located in Wilmington, Delaware.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Gregory has worked at 10 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Greg Bertram Coverdale Jr. | Greg Coverdale | Gregory Bertram Coverdale Jr. | Gregory Bertram Coverdale

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.
CHIEF EXECUTIVE OFFICER OF REAL ESTATE LLC / 10 HOURS A MONTH ARE DEVOTED TO THIS BUSINESS. ALL OF THE HOURS ARE DURING NON SECURITIES TRADING HOURS. I BUY, SELL, AND RENT REAL ESTATE. THIS BUSINESS IS COMPLETELY SEPARATE AND UNAFFILIATED WITH MY FINANCIAL PLANNING AND INVESTMENT ADVISORY FIRM. I am also an employee of Zeiders Enterprises. My title for this role is Personal Financial Counselor. In this role I will be providing Financial Planning Advice (Advice Only / No Sales) to Military Servicemen in the Air Force and National Guard. I begin this role on 06/01/2020. I will devote 40 hours per week to this role. I will be working in this role for 6 security trading hours per day.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Bertram Coverdale JR'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

Start date: 2008

Experience

Current

January 24, 2020 - Present

WALL ST LLC

RIA
CRD#: 300908
Wilmington, DE
Past

May 29, 2015 - August 4, 2015

CAPITAL ONE ADVISORS, LLC

RIA
CRD#: 136865
WILMINGTON, DE
Past

May 29, 2015 - August 4, 2015

CAPITAL ONE INVESTING, LLC

BD
CRD#: 45744
WILMINGTON, DE
Past

October 10, 2014 - February 12, 2015

INDIANA MERCHANT BANKING AND BROKERAGE CO., INC.

BD
CRD#: 16315
INDIANAPOLIS, IN
Past

June 8, 2012 - June 30, 2015

CIVITAS PARTNERS LLC

RIA
CRD#: 156450
WILMINGTON, DE
Past

January 5, 2011 - October 14, 2014

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
WILMINGTON, DE
Past

December 21, 2010 - January 26, 2012

GUNN WEALTH MANAGEMENT LLC

RIA
CRD#: 131720
BEAR, DE
Past

May 30, 2003 - October 6, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
WILMINGTON, DE
Past

May 30, 2003 - October 6, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
WILMINGTON, DE
Past

May 5, 2003 - May 19, 2003

TD AMERITRADE, INC.

RIA
CRD#: 7870
WILMINGTON, DE
Past

February 4, 2002 - May 19, 2003

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

July 6, 2000 - December 19, 2001

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

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
Delaware
(1/24/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/25/2000
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/4/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 6/5/2000
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 3/18/2000
General Securities Representative Examination

Current Firm

WS
WALL ST LLC
WALL ST LLC

CRD#: 300908 / SEC#:

Delaware
Registered Investment Advisory firm - (1/23/2020 Approved)
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Contact information

Main Address
Wilmington, DE
Mailing Address
Phone number
(302) 521-9653
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

WALL ST LLC

CRD#: 300908Wilmington, DE

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