GP
Gregory S. Porter
BERNTSON PORTER WEALTH MANAGEMENT
BELLEVUE, WA 98004
Some features on this profile are disabled
CRD#: 4469414
GP
Professional summary
Gregory Scott Porter, who also goes by Greg Porter, is a registered financial advisor currently at BERNTSON PORTER WEALTH MANAGEMENT, LLC located in Bellevue, Washington.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Gregory has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Greg Porter
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.
Pluto Investments I, LLC Investment-related 788 110th Ave NE #N2107 Bellevue, WA 98004 Nature of Business: Holds personal investment - asset protection. Entity formed to hold personal investments only. "Investment-related" solely with respect to IAR's personal investments. Does not involve the public or any clients. Position: Managing Member Start Date: 12/27/2005 Hours/Month:2 Hours during Securities trading hours: 0 DUTIES: Minimal administrative tasks required to maintain entity. Pluto Investments II, LLC Investment-related 788 110th Ave NE #N2107 Bellevue, WA 98004 Nature of Business: Holds personal investments - asset protection. Entity formed to hold personal investments only. "Investment-related" solely with respect to IAR's personal investments. Does not involve the public or any clients. Position: Managing Member Start Date: 12/27/2005 Hours/Month:2 Hours during Securities trading hours: 0 DUTIES: Minimal administrative tasks required to maintain entity. Global Chemical Solutions Not Investment-related 11100 NE 8th Street, Suite 400, Bellevue, WA 98004 Nature of Business: Inactive; remains open solely for legal reasons Position: Manager Start Date: 2008 Hours/Month:0 Hours during Securities trading hours: 0 DUTIES: Minimal administrative tasks required to maintain entity.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Scott Porter'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
October 2, 2001 - Present
BERNTSON PORTER WEALTH MANAGEMENT, LLC
Office #1: 11100 Ne 8th St Ste 400, Bellevue, WA 98004RIA
CRD#: 116276
BELLEVUE, WA
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
Arizona(9/13/2018)
IAR
California(4/21/2025)
IAR
Hawaii(4/21/2025)
IAR
Iowa(11/1/2018)
IAR
Massachusetts(3/5/2013)
IAR
Montana(6/4/2020)
IAR
Nevada(7/2/2025)
IAR
Oregon(5/13/2025)
IAR
Washington(10/2/2001)
Current Firm
BP
BERNTSON PORTER WEALTH MANAGEMENT, LLC
BERNTSON PORTER WEALTH MANAGEMENT, LLC | BERTSON PORTER WEALTH MANAGEMENT, LLC
CRD#: 116276 / SEC#:
Arizona
Registered Investment Advisory firm - (9/13/2018 Approved)California
Registered Investment Advisory firm - (6/7/2007 Approved)Hawaii
Registered Investment Advisory firm - (9/6/2023 Approved)Idaho
Registered Investment Advisory firm - (10/24/2025 Approved)Iowa
Registered Investment Advisory firm - (10/31/2018 Approved)Massachusetts
Registered Investment Advisory firm - (3/5/2013 Approved)Montana
Registered Investment Advisory firm - (2/5/2020 Approved)Nevada
Registered Investment Advisory firm - (6/30/2025 Approved)Oregon
Registered Investment Advisory firm - (5/13/2025 Approved)Washington
Registered Investment Advisory firm - (10/2/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11100 Ne 8th St Suite 400, Bellevue, WA 98004
Mailing Address
Phone number
(425) 454-7990
Established
Firm type
Fiscal year end
# of Employees
18
Red Flags
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