AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
GM

Gregory Reid Misener

ABLE & STRONG ADVISORS
Bountiful, UT
·CRD# 4845120·20 years experience

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.

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

Similar Advisors

Kyle Kaleiluakiliopu Fukuchi
Farmington, UT · CRD#
View profile

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Farmington, UT · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

Contact Information

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

Similar Advisors

Farmington, UT · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

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.

Similar Advisors

Farmington, UT · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

Years of Experience

20 years in the financial services industry

Current & Past Employments

ABLE & STRONG ADVISORS, INC.·CRD# 130069
RIA
380 N. 200 W. #102, Bountiful, UT 84010
August 31, 2006 - Present

Similar Advisors

Farmington, UT · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

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

380 N. 200 W. #102, Bountiful, UT 84010

Phone Number

(385) 212-4560

# of Employees

3

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

157

AUM (Assets Under Management)

$45,354,200

Similar Advisors

Farmington, UT · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

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.

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.

Similar Advisors

Farmington, UT · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

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
Utah
(8/31/2006)

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 65 — Uniform Investment Adviser Law Examination

Passed Aug 2006About the Series 65 exam

Similar Advisors

Farmington, UT · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Reid Misener's CRS (Customer Relationship Summary).

Similar Advisors

Farmington, UT · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#
GM
Follow Gregory
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required