Gregory V. Bangma
Professional Summary
Gregory V. Bangma, who also goes by Gregory Vaughn Bangma, Gregory Bangma, is a registered financial advisor currently at SILVER LAKE ADVISORY PARTNERS, LLC located in Longboat Key, Florida. Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Gregory has worked at 9 firms and has passed the Series 65, Series 63, Series 3, Series 7, Series 51, Series 4 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Gregory V. Bangma, Gregory Vaughn Bangma, Gregory Bangma
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Videos & Posts
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Contact Information
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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.
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Years of Experience
26 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
COHEN RONNA SUE | SILVER LAKE ADVISORY, LLC | SILVER LAKE ADVISORY PARTNERS, LLC | SILVER LAKE ADVISORY | RONNA COHEN
Contact Information
Main Address
Longboat Key, FLPhone Number
(941) 259-2099# of Employees
4SEC notice filing (10 States and Territories)
Registered to provide investment advisory services in 10 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
159AUM (Assets Under Management)
$325,334,211Similar Advisors
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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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
COHEN RONNA SUE | SILVER LAKE ADVISORY, LLC | SILVER LAKE ADVISORY PARTNERS, LLC | SILVER LAKE ADVISORY | RONNA COHEN
State Registrations and Notice Filings
(1/31/2023)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Gregory V. Bangma's CRS (Customer Relationship Summary).
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