Gregory A. Saurenman

MISSION ADVISORY GROUP

FORT WORTH, TX 76107

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CRD#: 4783241

Professional summary

Gregory Allen Saurenman, who also goes by Gregory Saurenman, Greg Saurenman, is a registered financial advisor currently at MISSION ADVISORY GROUP located in Fort Worth, Texas.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Gregory has worked at 11 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gregory Saurenman | Greg Saurenman

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 Allen Saurenman'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®

None

Experience

Current

May 8, 2025 - Present

MISSION ADVISORY GROUP

Office #1: 1751 River Run Ste. 200, Fort Worth, TX 76107

RIA

CRD#: 312055

FORT WORTH, TX

Past

February 4, 2021 - December 31, 2024

MISSION ADVISORY GROUP

RIA

CRD#: 312055

Fort Worth, TX

Past

November 30, 2017 - December 9, 2020

ISC ADVISORS, INC.

RIA

CRD#: 166586

DALLAS, TX

Past

August 3, 2017 - December 9, 2020

INSTITUTIONAL SECURITIES CORPORATION

CRD#: 20291

DALLAS, TX

Past

June 15, 2015 - April 28, 2017

CALAMOS FINANCIAL SERVICES LLC

CRD#: 19850

NAPERVILLE, IL

Past

July 22, 2013 - May 27, 2015

PALMETTO ADVISORY GROUP, LLC

CRD#: 150270

KIAWAH ISLAND, SC

Past

May 11, 2011 - August 17, 2012

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

CRD#: 18353

NEWARK, NJ

Past

March 6, 2006 - March 22, 2011

JANUS HENDERSON DISTRIBUTORS US LLC

CRD#: 28832

DENVER, CO

Past

January 12, 2006 - February 21, 2006

J.P. MORGAN INVESTMENT MANAGEMENT INC.

RIA

CRD#: 107038

NEW YORK, NY

Past

February 7, 2005 - December 31, 2005

JPMORGAN ASSET MANAGEMENT

RIA

CRD#: 107247

COLUMBUS, OH

Past

February 3, 2005 - February 21, 2006

JPMORGAN DISTRIBUTION SERVICES, INC.

CRD#: 104234

COLUMBUS, OH

Past

July 13, 2004 - February 2, 2005

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

COLUMBUS, OH

Past

June 23, 2004 - February 2, 2005

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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
(5/8/2025)

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 65

Date: 11/30/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 7/9/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/22/2004

General Securities Representative Examination

Current Firm

MISSION ADVISORY GROUP

MISSION ADVISORY GROUP | MISSION ADVISORY GROUP, LLC

CRD#: 312055 / SEC#:

Texas

Registered Investment Advisory firm - (5/8/2025 Approved)

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Contact information

Main Address

1751 River Run Ste. 200, Fort Worth, TX 76107

Mailing Address

Phone number

(817) 820-1550

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Advisor Monitoring

Firm Stability Insights

Gregory A. Saurenman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Allen Saurenman's CRS (Customer Relationship Summary).

Certified licenses

Experience

MISSION ADVISORY GROUP

ISC ADVISORS, INC.

INSTITUTIONAL SECURITIES CORPORATION

CALAMOS FINANCIAL SERVICES LLC

PALMETTO ADVISORY GROUP, LLC

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

JANUS HENDERSON DISTRIBUTORS US LLC

J.P. MORGAN INVESTMENT MANAGEMENT INC.

JPMORGAN ASSET MANAGEMENT

JPMORGAN DISTRIBUTION SERVICES, INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/30/2017

Series 66

Date: 7/9/2004

SIE

Date: 10/1/2018

Series 7

Date: 6/22/2004

Current Firm

MISSION ADVISORY GROUP

Contact information

Documents

Red Flags

Company Information

MISSION ADVISORY GROUP

TRUST BUT VERIFY

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