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Gregory R. Misener

ABLE & STRONG ADVISORS
Bountiful, UT 84010
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CRD#: 4845120
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Professional summary


Gregory Reid Misener is a registered financial advisor currently at ABLE & STRONG ADVISORS, INC. located in Bountiful, Utah.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Gregory has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
Mr. Misener is also the president of Able & Strong Law, Inc. (FKA Iuvo Law) starting in 2007, a non investment related law firm where he provides legal services for individuals with disabilities and their families. The firm operates at the same address as Able & Strong Advisors, Inc. Mr. Misener expects to spend approximately 50% of his time in this capacity, some of which during securities trading hours.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Gregory Reid Misener'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

August 31, 2006 - Present

ABLE & STRONG ADVISORS, INC.

Office #1: 380 N. 200 W. #102, Bountiful, UT 84010
RIA
CRD#: 130069
Bountiful, UT

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
Utah
(8/31/2006)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/30/2006
Uniform Investment Adviser Law Examination

Current Firm


A&
ABLE & STRONG ADVISORS, INC.
ABLE & STRONG ADVISORS, INC. | VERAPATH GLOBAL INVESTING, INC. | VERAPATH GLOBAL INVESTING LLC | CROSSROADS INVESTMENT ADVISORS, LLC

CRD#: 130069 / SEC#:

Texas
Registered Investment Advisory firm - (10/18/2016 Terminated)
Utah
Registered Investment Advisory firm - (2/9/2006 Approved)
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Contact information


Main Address
380 N. 200 W. #102, Bountiful, UT 84010
Mailing Address
Phone number
(385) 212-4560
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts152
AUM (Assets Under Management)$ 43,067,801

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


ABLE & STRONG ADVISORS, INC.

CRD#: 130069Bountiful, UT 84010

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