Gregg M. Indovina

GOLDEN RESERVE RETIREMENT

Knoxville, TN 37923

Some features on this profile are disabled

CRD#: 4662849

Professional summary

Gregg Michael Indovina is a registered financial advisor currently at GOLDEN RESERVE RETIREMENT, LLC located in Knoxville, Tennessee.

Gregg is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Gregg has worked at 8 firms and has passed the Series 66, SIE 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.

(1) Licensed Insurance Agent through Golden Reserve, LLC - Non Investment Related - at reported business location(s) - Commissionable Insurance and annuity sales - Start Date: 04/2025 - Retirement Planner - Golden Reserve, LLC is affiliated with Golden Reserve Retirement, LLC - 160 Hours/month devoted to other business - 6.5 Hours/month devoted to other business during securities trading hours - As a licensed insurance agent, recommend, sale and service of insurance products and fixed annuities through firm's affiliated insurance entity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregg Michael Indovina'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

April 23, 2025 - Present

GOLDEN RESERVE RETIREMENT, LLC

Office #1: 200 Prosperity Drive, Knoxville, TN 37923Office #2: 5800 Corporate Drive Suite 300, Pittsburgh, PA 15237

RIA

CRD#: 283588

Knoxville, TN

Past

January 31, 2023 - March 12, 2025

RFG ADVISORY, LLC

RIA

CRD#: 158401

Englewood, CO

Past

January 6, 2015 - February 2, 2023

ACCELERATED WEALTH ADVISORS LLC

RIA

CRD#: 170022

COLORADO SPRINGS, CO

Past

June 15, 2007 - December 31, 2014

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

GIBSONIA, PA

Past

June 15, 2007 - December 31, 2014

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

GIBSONIA, PA

Past

November 8, 2006 - June 22, 2007

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

PITTSBURGH, PA

Past

November 7, 2006 - June 22, 2007

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

PITTSBURGH, PA

Past

April 18, 2005 - October 31, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PITTSBURGH, PA

Past

April 18, 2005 - October 31, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PITTSBURGH, PA

Past

July 10, 2003 - April 22, 2005

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

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".

GOLDEN RESERVE RETIREMENT, LLC

GOLDEN RESERVE | GOLDEN RESERVE, LLC | GOLDEN RESERVE RIA, LLC | GOLDEN RESERVE RETIREMENT, LLC

CRD#: 283588 / SEC#: 801-121383

RIA

Registered Investment Advisory firm - (6/2/2021 Approved)

Ohio

Registered Investment Advisory firm - (6/30/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(4/23/2025)

IAR

Tennessee
(8/21/2025)

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 66

Date: 7/18/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/9/2003

General Securities Representative Examination

Current Firm

GOLDEN RESERVE RETIREMENT, LLC

GOLDEN RESERVE | GOLDEN RESERVE, LLC | GOLDEN RESERVE RIA, LLC | GOLDEN RESERVE RETIREMENT, LLC

CRD#: 283588 / SEC#: 801-121383

RIA

Registered Investment Advisory firm - (6/2/2021 Approved)

Ohio

Registered Investment Advisory firm - (6/30/2021 Terminated)

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

270 Bradenton Avenue, Dublin, OH 43017

Mailing Address

Phone number

(855) 456-4777

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-GOLDEN RESERVE, LLC (8/1/2025)

Regulatory assets under management

Total Number of Accounts	2,183
AUM (Assets Under Management)	$ 310,932,597

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

Lester Kefauver

FLAGSHIP HARBOR ADVISORS, LLC

IAR

Maryville, TN

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Gregg M. Indovina

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregg Michael Indovina's CRS (Customer Relationship Summary).

Certified licenses

Experience

RFG ADVISORY, LLC

ACCELERATED WEALTH ADVISORS LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

GOLDEN RESERVE RETIREMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/18/2003

SIE

Date: 12/31/2014

Series 7

Date: 7/9/2003

Current Firm

GOLDEN RESERVE RETIREMENT, LLC

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GOLDEN RESERVE RETIREMENT, LLC

TRUST BUT VERIFY

Similar Advisors