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Gregory K. Neer

KOVITZ INVESTMENT GROUP PARTNERS
Northbrook, IL 60062
Some features on this profile are disabled
CRD#: 4657347
GN

Professional summary

Gregory Kenneth Neer JR., who also goes by Gregory Kenneth Neer, Gregory Kenneth Neer Jr, is a registered financial advisor currently at KOVITZ INVESTMENT GROUP PARTNERS, LLC located in Northbrook, Illinois.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Gregory has worked at 6 firms and has passed the Series 65, Series 63, Series 87, Series 86 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Gregory Kenneth Neer | Gregory Kenneth Neer Jr

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Kenneth Neer JR.'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

August 1, 2024 - Present

KOVITZ INVESTMENT GROUP PARTNERS, LLC

Office #1: 1033 Skokie Blvd. Suite 470, Northbrook, IL 60062
RIA
CRD#: 282241
Northbrook, IL
Past

August 1, 2024 - December 31, 2024

KOVITZ INVESTMENT GROUP PARTNERS, LLC

RIA
CRD#: 282241
Northbrook, IL
Past

August 17, 2015 - August 14, 2024

RELATIVE VALUE PARTNERS, LLC

RIA
CRD#: 281067
NORTHBROOK, IL
Past

July 4, 2012 - August 17, 2015

RELATIVE VALUE PARTNERS, LLC

RIA
CRD#: 131636
NORTHBROOK, IL
Past

November 5, 2007 - December 18, 2008

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

March 1, 2007 - October 22, 2007

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
NEW YORK, NY
Past

November 9, 2005 - March 2, 2007

RYAN BECK & CO.

BD
CRD#: 3248
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".
KOVITZ INVESTMENT GROUP PARTNERS, LLC
KOVITZ INVESTMENT GROUP PARTNERS, LLC
FIRST HOUSTON CAPITAL | WEATHERSTONE CAPITAL MANAGEMENT | TRANSFORM WEALTH | TMD WEALTH MANAGEMENT | TELEMUS CAPITAL | STRATEGIC WEALTH PARTNERS | RELATIVE VALUE PARTNERS | NORTHCOAST ASSET MANGEMENT | KOVITZ INVESTMENT GROUP PARTNERS, LLC | KOVITZ | IFAM CAPITAL | FORT PITT CAPITAL GROUP

CRD#: 282241 / SEC#: 801-107054

RIA
Registered Investment Advisory firm - (12/24/2015 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
Illinois
(8/1/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/3/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/28/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 87
Date: 6/5/2006
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 86
Date: 3/30/2006
Research Analyst Exam - Part I Analysis Module
General Industry/Product Exam
RR
Series 7
Date: 11/8/2005
General Securities Representative Examination

Current Firm

KOVITZ INVESTMENT GROUP PARTNERS, LLC
KOVITZ INVESTMENT GROUP PARTNERS, LLC
FIRST HOUSTON CAPITAL | WEATHERSTONE CAPITAL MANAGEMENT | TRANSFORM WEALTH | TMD WEALTH MANAGEMENT | TELEMUS CAPITAL | STRATEGIC WEALTH PARTNERS | RELATIVE VALUE PARTNERS | NORTHCOAST ASSET MANGEMENT | KOVITZ INVESTMENT GROUP PARTNERS, LLC | KOVITZ | IFAM CAPITAL | FORT PITT CAPITAL GROUP

CRD#: 282241 / SEC#: 801-107054

RIA
Registered Investment Advisory firm - (12/24/2015 Approved)
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Contact information

Main Address
10 S Wacker Drive Suite 2600, Chicago, IL 60606
Mailing Address
Phone number
(312) 334-7300
Established
Firm type
Fiscal year end
# of Employees
372

SEC notice filing (48 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KOVITZ FORM ADV PART 2A - AUGUST 2025 (11/10/2025)
KOVITZ_NORTHCOAST DBA FORM ADV PART 2A (11/10/2025)
KOVITZ WEATHERSTONE DBA DISCLOSURE BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts38,915
AUM (Assets Under Management)$ 31,731,798,984

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/23/2025
Cover Page
Report
08/15/2024
Cover Page
Report
07/19/2023
Cover Page
Report

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.

Company Information

KOVITZ INVESTMENT GROUP PARTNERS, LLC

KOVITZ INVESTMENT GROUP PARTNERS, LLC

CRD#: 282241Northbrook, IL 60062

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