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GC

Gregory E. Collins

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CRD#: 4224616
GC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gregory Edward Collins, who also goes by Greg Collins, was a registered financial professional .

Gregory is a previously registered financial professional and started their career in finance in 2000. Gregory had worked at 9 firms and has passed the Series 66, Series 65, Series 63, Series 3, SIE, Series 7, Series 55 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Greg Collins

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.
1. Rensselaer Polytechnic Insitute - Not investment related - 110 8th Street Troy, NY 12180 - Outside/W-2 Employment - start date:09/01/2019 - 40 hrs/mo - 32 hrs during trading - Lecturer. 2. Bass Rock Capital Management LLC - Investment related - 12 Elmwood Road Albany, NY - Strategic Advisor - Approximately 60 hrs/mo - 60 hours during trading 3. National DI - Investment Related - At Reported Business Location(s) - Insurance Agency - Started 08/2010 - 10 Hours Per Month/1 Hour During Securities Trading.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

July 12, 2022 - December 31, 2022

LAKE GEORGE CAPITAL MANAGEMENT, LLC

RIA
CRD#: 316519
ALBANY, NY
Past

March 14, 2018 - August 4, 2021

LPL FINANCIAL LLC

RIA
CRD#: 6413
EAST GREENBUSH, NY
Past

February 22, 2018 - August 4, 2021

LPL FINANCIAL LLC

BD
CRD#: 6413
EAST GREENBUSH, NY
Past

April 25, 2014 - February 6, 2018

INVEST FINANCIAL CORPORATION

RIA
CRD#: 12984
latham, NY
Past

April 24, 2014 - February 6, 2018

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
latham, NY
Past

April 11, 2013 - February 28, 2014

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
ALBANY, NY
Past

October 11, 2012 - December 12, 2012

NYLIFE SECURITIES LLC

BD
CRD#: 5167
MAITLAND, FL
Past

June 2, 2008 - December 31, 2009

FOUNTAIN HILL INVESTMENT ADVISORS, LLC

RIA
CRD#: 146594
ORLANDO, FL
Past

October 23, 2007 - November 6, 2009

TAM PORTFOLIOS, LLC

RIA
CRD#: 143806
ORLANDO, FL
Past

October 10, 2000 - April 22, 2002

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

August 17, 2000 - October 19, 2000

COWEN AND COMPANY

BD
CRD#: 7616
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/17/2013
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 3
Date: 11/30/2021
National Commodity Futures Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 1/27/2001
Limited Representative-Equity Trader Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/22/2014
General Securities Principal Examination

Current Firm


LG
LAKE GEORGE CAPITAL MANAGEMENT, LLC
LAKE GEORGE CAPITAL MANAGEMENT, LLC

CRD#: 316519 / SEC#:

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Contact information


Main Address
12 Elmwood Road, Albany, NY 12204
Mailing Address
Phone number
(518) 689-6598
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


LAKE GEORGE CAPITAL MANAGEMENT, LLC

CRD#: 316519

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