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GI

Gregg Michael Indovina

MDRN CAPITAL
MARS, PA
·CRD# 4662849·23 years experience

Professional Summary

Gregg Michael Indovina is a registered financial advisor currently at MDRN CAPITAL located in Mars, Pennsylvania. Gregg is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Gregg has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

23 years in the financial services industry

Current & Past Employments

MDRN CAPITAL·CRD# 325950
RIA
Mars, PA
August 20, 2026 - Present
GOLDEN RESERVE RETIREMENT, LLC·CRD# 283588
RIA
Pittsburgh, PA
April 23, 2025 - August 10, 2026
RFG ADVISORY, LLC·CRD# 158401
RIA
Englewood, CO
January 31, 2023 - March 12, 2025
ACCELERATED WEALTH ADVISORS LLC·CRD# 170022
RIA
Colorado Springs, CO
January 6, 2015 - February 2, 2023
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.·CRD# 134139
RIA
Gibsonia, PA
June 15, 2007 - December 31, 2014
CAMBRIDGE INVESTMENT RESEARCH, INC.·CRD# 39543
BD
Gibsonia, PA
June 15, 2007 - December 31, 2014
PNC WEALTH MANAGEMENT LLC·CRD# 129052
RIA
Pittsburgh, PA
November 8, 2006 - June 22, 2007
PNC WEALTH MANAGEMENT LLC·CRD# 129052
BD
Pittsburgh, PA
November 7, 2006 - June 22, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Pittsburgh, PA
April 18, 2005 - October 31, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Pittsburgh, PA
April 18, 2005 - October 31, 2006
A. G. EDWARDS & SONS, INC.·CRD# 4
BD
St. Louis, MO
July 10, 2003 - April 22, 2005

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Current Firm

MC
MDRN CAPITAL

MDRN CAPITAL | MDRN CAPITAL, LLC

CRD#: 325950 / SEC#: 801-130784
RIA
Registered Investment Advisory firm - SEC (7/29/2024 Approved)
Florida
Registered Investment Advisory firm - Florida (8/21/2024 Terminated)
Louisiana
Registered Investment Advisory firm - Louisiana (9/17/2024 Terminated)
Maryland
Registered Investment Advisory firm - Maryland (8/26/2024 Terminated)
Michigan
Registered Investment Advisory firm - Michigan (8/30/2024 Terminated)
Missouri
Registered Investment Advisory firm - Missouri (8/21/2024 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (8/22/2024 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (8/21/2024 Terminated)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (8/21/2024 Terminated)
Texas
Registered Investment Advisory firm - Texas (8/21/2024 Terminated)
Utah
Registered Investment Advisory firm - Utah (8/21/2024 Terminated)
Virginia
Registered Investment Advisory firm - Virginia (8/24/2024 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).

Contact Information

Main Address

1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401

Phone Number

(410) 533-9966

# of Employees

36

SEC notice filing (34 States and Territories)

Registered to provide investment advisory services in 34 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE, BROCHURE SUPPLEMENT AND PRIVACY POLICY (2/11/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,977

AUM (Assets Under Management)

$338,630,429

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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) MDRN Insurance LLC; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approximately 10% of time during the month.

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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".
MC
MDRN CAPITAL

MDRN CAPITAL | MDRN CAPITAL, LLC

CRD#: 325950 / SEC#: 801-130784
RIA
Registered Investment Advisory firm - SEC (7/29/2024 Approved)
Florida
Registered Investment Advisory firm - Florida (8/21/2024 Terminated)
Louisiana
Registered Investment Advisory firm - Louisiana (9/17/2024 Terminated)
Maryland
Registered Investment Advisory firm - Maryland (8/26/2024 Terminated)
Michigan
Registered Investment Advisory firm - Michigan (8/30/2024 Terminated)
Missouri
Registered Investment Advisory firm - Missouri (8/21/2024 Terminated)
North Carolina
Registered Investment Advisory firm - North Carolina (8/22/2024 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (8/21/2024 Terminated)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (8/21/2024 Terminated)
Texas
Registered Investment Advisory firm - Texas (8/21/2024 Terminated)
Utah
Registered Investment Advisory firm - Utah (8/21/2024 Terminated)
Virginia
Registered Investment Advisory firm - Virginia (8/24/2024 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.
IAR
Pennsylvania
(8/20/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jul 2003About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Dec 2014About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 2003About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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