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GA

Greg J. Adams

BLACKROCK FUND ADVISORS
New York, NY 10055
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CRD#: 4178632
GA

Professional summary


Greg John Adams, who also goes by Greg Adams, Gregory John Adams, is a registered financial advisor currently at BLACKROCK FUND ADVISORS located in New York, New York and BLACKROCK INVESTMENTS, LLC located in New York, New York.

Greg is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Greg has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Greg Adams | Gregory John Adams

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 Greg John Adams'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®
None

Experience


Current

March 27, 2014 - Present

BLACKROCK FUND ADVISORS

Office #1: 55 East 52 Street, New York, NY 10055
RIA
CRD#: 105247
New York, NY
Current

March 27, 2014 - Present

BLACKROCK INVESTMENTS, LLC

Office #1: 50 Hudson Yards, New York, NY 10001
BD
CRD#: 38642
New York, NY
Past

June 4, 2010 - May 3, 2013

JEFFERIES LLC

BD
CRD#: 2347
SAN FRANCISCO, CA
Past

April 30, 2009 - June 9, 2010

WEDBUSH SECURITIES INC.

RIA
CRD#: 877
SAN FRANCISCO, CA
Past

April 30, 2009 - June 9, 2010

WEDBUSH SECURITIES INC.

BD
CRD#: 877
SAN FRANCISCO, CA
Past

July 21, 2004 - April 13, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
SAN FRANCISCO, CA
Past

June 5, 2003 - April 13, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
SAN FRANCISCO, CA
Past

June 21, 2002 - May 12, 2003

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

April 25, 2002 - July 18, 2002

RYAN BECK & CO.

BD
CRD#: 3248
FLORHAM PARK, NJ
Past

November 29, 2000 - April 29, 2002

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

August 1, 2000 - October 17, 2000

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY

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".
BF
BLACKROCK FUND ADVISORS
BARCLAYS GLOBAL FUND ADVISORS | BLACKROCK FUND ADVISORS

CRD#: 105247 / SEC#: 801-22609

RIA
Registered Investment Advisory firm - (11/15/1984 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(3/27/2014)
RR
Alaska
(3/27/2014)
RR
Arizona
(3/27/2014)
RR
Arkansas
(3/27/2014)
RR
California
(3/27/2014)
IAR
California
(3/27/2014)
RR
Colorado
(3/27/2014)
RR
Connecticut
(3/27/2014)
IAR
Connecticut
(2/2/2022)
RR
Delaware
(3/27/2014)
RR
District of Columbia
(3/27/2014)
RR
Florida
(3/27/2014)
RR
Georgia
(3/27/2014)
RR
Hawaii
(3/27/2014)
RR
Idaho
(3/27/2014)
RR
Illinois
(3/27/2014)
RR
Indiana
(3/27/2014)
RR
Iowa
(3/27/2014)
RR
Kansas
(3/27/2014)
RR
Kentucky
(3/27/2014)
RR
Louisiana
(3/27/2014)
RR
Maine
(3/27/2014)
RR
Maryland
(3/27/2014)
RR
Massachusetts
(3/27/2014)
RR
Michigan
(3/27/2014)
RR
Minnesota
(3/27/2014)
RR
Mississippi
(3/27/2014)
RR
Missouri
(3/27/2014)
RR
Montana
(3/27/2014)
RR
Nebraska
(3/27/2014)
RR
Nevada
(3/27/2014)
RR
New Hampshire
(3/27/2014)
RR
New Jersey
(3/27/2014)
RR
New Mexico
(3/27/2014)
RR
New York
(3/27/2014)
IAR
New York
(8/6/2021)
RR
North Carolina
(3/27/2014)
RR
North Dakota
(3/27/2014)
RR
Ohio
(3/27/2014)
RR
Oklahoma
(3/27/2014)
RR
Oregon
(3/27/2014)
RR
Pennsylvania
(3/27/2014)
RR
Puerto Rico
(3/27/2014)
RR
Rhode Island
(3/27/2014)
RR
South Carolina
(3/27/2014)
RR
South Dakota
(3/27/2014)
RR
Tennessee
(3/27/2014)
RR
Texas
(3/27/2014)
RR
Utah
(3/27/2014)
RR
Vermont
(3/27/2014)
RR
Virgin Islands
(3/27/2014)
RR
Virginia
(3/27/2014)
RR
Washington
(3/27/2014)
RR
West Virginia
(3/27/2014)
RR
Wisconsin
(3/27/2014)
RR
Wyoming
(3/27/2014)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/14/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


BF
BLACKROCK FUND ADVISORS
BARCLAYS GLOBAL FUND ADVISORS | BLACKROCK FUND ADVISORS

CRD#: 105247 / SEC#: 801-22609

RIA
Registered Investment Advisory firm - (11/15/1984 Approved)
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Contact information


Main Address
400 Howard Street, San Francisco, CA 94105
Mailing Address
Phone number
(415) 670-2000
Established
Firm type
Fiscal year end
# of Employees
126

SEC notice filing (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Latest Form ADV

Part 2 Brochures

BLACKROCK FUND ADVISORS - BROCHURE (10/1/2025)

Regulatory assets under management


Total Number of Accounts541
AUM (Assets Under Management)$ 3,535,403,132,528

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


BLACKROCK FUND ADVISORS

CRD#: 105247New York, NY 10055

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