Greg J. Gohr
Professional summary
Greg James Gohr, who also goes by Gregory James Gohr, is a registered financial advisor currently at FSA WEALTH MANAGEMENT, LLC located in Needham, Massachusetts.
Greg is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Greg has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Greg James Gohr's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 5, 2022 - Present
FSA WEALTH MANAGEMENT, LLC
Office #1: 144 Gould Street Suite 120, Needham, MA 02494April 9, 2003 - February 1, 2022
COMMONWEALTH FINANCIAL NETWORK
January 2, 2001 - February 1, 2022
COMMONWEALTH FINANCIAL NETWORK
May 22, 2000 - December 1, 2000
SIGNATOR INVESTORS, INC.
Primary Firm SEC Registration
FSA WEALTH MANAGEMENT, LLC
CRD#: 288525 / SEC#: 801-110991
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/5/2022)
Exams
Current Firm
FSA WEALTH MANAGEMENT, LLC
CRD#: 288525 / SEC#: 801-110991
Contact information
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 916 |
| AUM (Assets Under Management) | $ 459,346,139 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
FSA WEALTH MANAGEMENT, LLC
CRD#: 288525Needham, MA 02494TRUST BUT VERIFY
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