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Gregory R. Dukes
MFA WEALTH ADVISORS
Pittsburgh, PA 15228
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CRD#: 4441372
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Professional summary
Gregory Robert Dukes, who also goes by Greg R Dukes, Greg Dukes, is a registered financial advisor currently at MFA WEALTH ADVISORS, LLC located in Pittsburgh, Pennsylvania and MORALIS TECHNOLOGIES, LLC located in Pittsburgh, Pennsylvania.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Gregory has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Greg R Dukes | Greg Dukes
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) ADVISOR OF MFA WEALTH ADVISORS, LLC, AN SEC REGISTERED INVESTMENT ADVISER (RELATED ADVISER OF MORALIS TECHNOLOGIES, LLC) LOCATED AT 650 WASHINGTON RD., STE 8000, PITTSBURGH, PA 15228, SINCE 10/2014; APPROX 30 HRS/WEEK 2) ADVISOR OF MORALIS TECHNOLOGIES, LLC (DBA AQUINAS WEALTH ADVSIORS), AN SEC REGISTERED INVESTMENT ADVISER (RELATED ADVISER OF MFA WEALTH ADVISORS, LLC) LOCATED AT 650 WASHINGTON RD., STE 8000, PITTSBURGH, PA 15228, SINCE 11/2021; APPROX 30 HRS/WEEK. 3) MY COOKEES LLC, NOT INVESTMENT RELATED, 500 REGIS AVE UNIT 10881, PITTSBUGH, PA 15236, ONLINE COOKIE SALES, MANAGING MEMBER, START 01/2025, LESS THAN 5 HOURS/MONTH, NONE DURING TRADING HOURS. 4) THE DUKES GROUP INC, NOT INVESTMENT RELATED, 266 CHALLEN DRIVE, PLEASANT HILLS, PA, 15236, HOLDING COMPANY FOR BIRTHDAY SKIRT LLC, PRESIDENT AND 100% OWNER, START 10/2005, LESS THAN 5 HOURS/MONTH, NONE DURING TRADING HOURS. 5) BIRTHDAY SKIRT LLC, NOT INVESTMENT RELATED, 266 CHALLEN DR, PLEASANT HILLS, PA 15236, ONLINE CLOTHING RETAILER, VARIOUS ADMINISTRATIVE TASKS, START 5/2019, LESS THAN 5 HOURS/MONTH, NONE DURING TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Robert Dukes'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®
NoneExperience
Current
April 30, 2018 - Present
MFA WEALTH ADVISORS, LLC
Office #1: 650 Washington Road Suite 8000, Pittsburgh, PA 15228RIA
CRD#: 171984
Pittsburgh, PA
Current
November 24, 2021 - Present
MORALIS TECHNOLOGIES, LLC
Office #1: 650 Washington Rd Suite 8000, Pittsburgh, PA 15228RIA
CRD#: 316221
Pittsburgh, PA
Past
July 16, 2008 - October 6, 2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
PITTSBURGH, PA
Past
October 11, 2002 - May 12, 2008
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
BD
CRD#: 611
SEVEN FIELDS,, PA
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".
MW
MFA WEALTH ADVISORS, LLC
BERGADON CAPITAL MANAGEMENT, LLC | MFA WEALTH ADVISORS, LLC | MFA WEALTH | MCMAHON FINANCIAL ADVISORS, LLC
CRD#: 171984 / SEC#: 801-79952
RIA
Registered Investment Advisory firm - (6/25/2014 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.Highlighted states indicate IAR registrations
IAR
Pennsylvania(4/30/2018)
IAR
Texas(10/10/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
MW
MFA WEALTH ADVISORS, LLC
BERGADON CAPITAL MANAGEMENT, LLC | MFA WEALTH ADVISORS, LLC | MFA WEALTH | MCMAHON FINANCIAL ADVISORS, LLC
CRD#: 171984 / SEC#: 801-79952
RIA
Registered Investment Advisory firm - (6/25/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
650 Washington Road Suite 8000, Pittsburgh, PA 15228
Mailing Address
Phone number
(412) 343-8700
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,045 |
| AUM (Assets Under Management) | $ 529,052,412 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 01/07/2025 | ||
| 01/29/2024 |
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.
