GS
Gregory G. Saliba
TAURUS CAPITAL ADVISORS
Lake Oswego, OR 97035
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CRD#: 4553283
GS
Professional summary
Gregory Gilbert Saliba, AIF® is a registered financial advisor currently at TAURUS CAPITAL ADVISORS, LLC located in Lake Oswego, Oregon.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Gregory has worked at 2 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
VICE PRESIDENT, STERLING SAVINGS BANK AS OF JULY 2005. COMMERCIAL BANK THAT LENDS MONEY TO BUSINESSES AND INDIVIDUALS. ABOUT 160 HOURS ARE DEVOTED TO THIS BUSINESS EACH MONTH WITH 130 HOURS PER MONTH DURING TRADING HOURS. AS VICE PRESIDENT, DUTIES INCLUDE RELATIONSHIP MANAGEMENT OF APPROXIMATELY 10 CLIENTS, PREPARATION OF CREDIT FACILITIES, DOCUMENTATION REVIEW; AND NEW CLIENT PROSPECTING.
PART-TIME FACULTY MEMBER OF THE FINANCE DEPARTMENTS OF PORTLAND STATE UNIVERSITY SCHOOL OF BUSINESS ADMINISTRATION AND THE ATKINSON SCHOOL OF MANAGEMENT OF WILLAMETTE UNIVERSITY. HOURS PER MONTH DEDICATED TO TEACHING IS APPROXIMATELY 25 HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Gilbert Saliba'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®
Experience
Current
November 7, 2005 - Present
TAURUS CAPITAL ADVISORS, LLC
Office #1: 16325 Boones Ferry Road Suite 203, Lake Oswego, OR 97035RIA
CRD#: 137633
Lake Oswego, OR
Past
August 12, 2002 - June 7, 2005
PIPER SANDLER & CO.
BD
CRD#: 665
MINNEAPOLIS, MN
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".
TC
TAURUS CAPITAL ADVISORS, LLC
TAURUS CAPITAL ADVISORS, LLC | TAURUS CAPITAL MANAGEMENT, LLC
CRD#: 137633 / SEC#: 801-127840
RIA
Registered Investment Advisory firm - (5/10/2023 Approved)Oregon
Registered Investment Advisory firm - (5/22/2023 Terminated)Washington
Registered Investment Advisory firm - (8/25/2023 Terminated)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
Oregon(11/7/2005)
IAR
Washington(8/16/2017)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
TC
TAURUS CAPITAL ADVISORS, LLC
TAURUS CAPITAL ADVISORS, LLC | TAURUS CAPITAL MANAGEMENT, LLC
CRD#: 137633 / SEC#: 801-127840
RIA
Registered Investment Advisory firm - (5/10/2023 Approved)Oregon
Registered Investment Advisory firm - (5/22/2023 Terminated)Washington
Registered Investment Advisory firm - (8/25/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
16325 Boones Ferry Road Suite 203, Lake Oswego, OR 97035
Mailing Address
Phone number
(503) 756-2972
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 595 |
| AUM (Assets Under Management) | $ 167,218,492 |
Red Flags
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