Gregory S. Kalb

TURTLE CREEK WEALTH ADVISORS

Austin, TX 78746

Some features on this profile are disabled

CRD#: 4485983

Professional summary

Gregory Scott Kalb, who also goes by Greg Scott Kalb, is a registered financial advisor currently at TURTLE CREEK WEALTH ADVISORS, LLC located in Austin, Texas.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Gregory has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Greg Scott Kalb

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.

Name of Other Business: The Long Center; Start date: 05/01/2014; Position: Member of the Endowment Committee; Location: Austin, Texas; Investment Related: Yes; Number of Hours Per Month Devoted to Other Business: 1 hour per month; Number of Hours Devoted to Other Business During Securities Trading Hours: 1 hour per month; Duties: Advise the Long Center Finance Committee on asset allocation for the Long Center Endowment.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Scott Kalb's CRS (Customer Relationship Summary).

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 1, 2023 - Present

TURTLE CREEK WEALTH ADVISORS, LLC

Office #1: 6300 Bee Cave Road Building One, Austin, TX 78746

RIA

CRD#: 322998

Austin, TX

Past

January 4, 2019 - June 30, 2022

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

RIA

CRD#: 298422

AUSTIN, TX

Past

January 2, 2019 - June 24, 2022

KINGSWOOD CAPITAL PARTNERS, LLC

CRD#: 288898

Dallas, TX

Past

November 2, 2016 - December 31, 2018

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

AUSTIN, TX

Past

August 22, 2016 - December 31, 2018

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

AUSTIN, TX

Past

April 11, 2012 - August 25, 2016

J.P. MORGAN SECURITIES LLC

CRD#: 79

AUSTIN, TX

Past

August 10, 2010 - May 4, 2012

MORGAN STANLEY

CRD#: 149777

AUSTIN, TX

Past

June 9, 2010 - May 4, 2012

MORGAN STANLEY

RIA

CRD#: 149777

AUSTIN, TX

Past

August 10, 2005 - March 26, 2011

EKLEKTIKOS CAPITAL MANAGEMENT, LP

RIA

CRD#: 136188

AUSTIN, TX

Past

October 6, 2004 - March 26, 2011

WATERSTREET INVESTMENT CONSULTANTS, LLC

RIA

CRD#: 132485

AUSTIN, TX

Past

January 14, 2002 - October 4, 2004

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

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".

TURTLE CREEK WEALTH ADVISORS, LLC

TURTLE CREEK | TURTLE CREEK, A MULTI-FAMILY OFFICE | TURTLE CREEK WEALTH ADVISORS, LLC

CRD#: 322998 / SEC#: 801-127123

RIA

Registered Investment Advisory firm - (1/3/2023 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

Texas
(3/1/2023)

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 65

Date: 10/20/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/17/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/9/2010

General Securities Representative Examination

Current Firm

TURTLE CREEK WEALTH ADVISORS, LLC

TURTLE CREEK | TURTLE CREEK, A MULTI-FAMILY OFFICE | TURTLE CREEK WEALTH ADVISORS, LLC

CRD#: 322998 / SEC#: 801-127123

RIA

Registered Investment Advisory firm - (1/3/2023 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2828 N. Harwood Street Suite 1250, Dallas, TX 75201

Mailing Address

Phone number

(214) 214-3110

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TURTLE CREEK WEALTH ADVISORS LLC FORM ADV PART 2A BROCHURE (10/17/2025)

Regulatory assets under management

Total Number of Accounts	838
AUM (Assets Under Management)	$ 1,712,227,523

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.

Similar Advisors

Steven Gallegos

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Austin, TX

Eric Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Austin, TX

Jeffrey Weeks

ATX PORTFOLIO ADVISORS, LLC

IAR

Austin, TX

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Gregory S. Kalb

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Scott Kalb's CRS (Customer Relationship Summary).

Certified licenses

Experience

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

KINGSWOOD CAPITAL PARTNERS, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

J.P. MORGAN SECURITIES LLC

MORGAN STANLEY

MORGAN STANLEY

EKLEKTIKOS CAPITAL MANAGEMENT, LP

WATERSTREET INVESTMENT CONSULTANTS, LLC

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

TURTLE CREEK WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/20/2016

Series 63

Date: 9/17/2010

SIE

Date: 10/1/2018

Series 7

Date: 8/9/2010

Current Firm

TURTLE CREEK WEALTH ADVISORS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TURTLE CREEK WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors