Gregory A. Smarr

SMARR FINANCIAL SERVICES

Atlanta, GA 30303

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CRD#: 4305025

Professional summary

Gregory A Smarr, who also goes by Gregory Smare, Gregory A. Smarr, is a registered financial advisor currently at SMARR FINANCIAL SERVICES INC. located in Atlanta, Georgia.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Gregory has worked at 6 firms and has passed the Series 66, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gregory Smare | Gregory A. Smarr

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)GREGORY A SMARR III: SELL GE/FIRST COLONY INSURANCE PRODUCTS THROUGH MILNER AGENCY AS SALES AGENT. 2)GREGORY SMARR: SELL LIFE AND FIXED ANNUITY WITH JACKSON NATIONAL DIRECT. SELL P&C DIRECT. 3) SMARR FINANCIAL SERVICES: SELL HEALTH, LIFE, COMMERCIAL, AUTO INSURANCE PRODUCTS THROUGH DIFFERENT CARRIERS DIRECT. 4) G'S JUST ONE LOOK: A LINGERIE INTIMATE APPAREL RETAIL CLOTHING BUSINESS IN GEORIGA. THE CORPORATE ENTITY IS STILL ACTIVE HOWEVER BUSINESS OPERATIONS CEASED IN 2001.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory A Smarr'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 6, 2023 - Present

SMARR FINANCIAL SERVICES INC.

Office #1: 260 Peachtree St Nw Suite 2200, Atlanta, GA 30303

RIA

CRD#: 142540

Atlanta, GA

Past

August 17, 2010 - December 31, 2022

SMARR FINANCIAL SERVICES INC.

RIA

CRD#: 142540

ATLANTA, GA

Past

February 15, 2007 - April 26, 2007

BRECEK & YOUNG ADVISORS, INC.

CRD#: 40395

ATLANTA, GA

Past

April 15, 2005 - October 9, 2006

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

ATLANTA, GA

Past

December 2, 2004 - October 9, 2006

SECURITIES AMERICA, INC.

CRD#: 10205

ATLANTA, GA

Past

October 9, 2002 - September 23, 2004

WAMU INVESTMENTS, INC.

CRD#: 599

IRVINE, CA

Past

September 27, 2001 - October 1, 2002

LLOYD, SCOTT & VALENTI, LTD.

CRD#: 23640

AUSTIN, TX

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.

Highlighted states indicate IAR registrations

IAR

Georgia
(3/6/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/8/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/3/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/5/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/1/2005

General Securities Principal Examination

Current Firm

SMARR FINANCIAL SERVICES INC.

CRD#: 142540 / SEC#:

Georgia

Registered Investment Advisory firm - (3/6/2023 Approved)

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Contact information

Main Address

260 Peachtree St Nw Suite 2200, Atlanta, GA 30303

Mailing Address

Phone number

(404) 601-2815

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	68
AUM (Assets Under Management)	$ 41,813,000

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.

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Advisor Monitoring

Firm Stability Insights

Gregory A. Smarr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory A Smarr's CRS (Customer Relationship Summary).

Certified licenses

Experience

SMARR FINANCIAL SERVICES INC.

BRECEK & YOUNG ADVISORS, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

WAMU INVESTMENTS, INC.

LLOYD, SCOTT & VALENTI, LTD.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/8/2005

Series 63

Date: 5/3/2001

Series 7

Date: 6/5/2001

Series 24

Date: 7/1/2005

Current Firm

SMARR FINANCIAL SERVICES INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SMARR FINANCIAL SERVICES INC.

TRUST BUT VERIFY

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