Gregory S. Van Wyk
Professional summary
Gregory Scott Van Wyk, CFP®, who also goes by Gregory Scott Vanwyk, is a registered financial advisor currently at AUSTIN ASSET located in Austin, Texas.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Gregory has worked at 2 firms and has passed the Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Scott Van Wyk's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2003
Experience
May 20, 2003 - Present
AUSTIN ASSET
Office #1: 7200 N. Mopac, Suite 315, Austin, TX 78731October 5, 2000 - December 31, 2000
THE LEADERS GROUP, INC.
Primary Firm SEC Registration
AUSTIN ASSET
CRD#: 105441 / SEC#: 801-32217
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/20/2003)
Exams
Current Firm
AUSTIN ASSET
CRD#: 105441 / SEC#: 801-32217
Contact information
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,243 |
| AUM (Assets Under Management) | $ 1,666,286,145 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/26/2024 | ||
| 10/21/2022 |
Red Flags
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