Gregory Edward Averyt
Professional Summary
Gregory Edward Averyt is a registered financial advisor currently at BROAD STREET CAPITAL MARKETS, LLC located in Holmdel, New Jersey. Gregory is registered as a RR (Registered Representative) and started their career in finance in 2006. Gregory has worked at 3 firms and has passed the Series 63, Series 99TO, Series 57TO, Series 79TO, SIE, Series 55, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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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.
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Years of Experience
20 years in the financial services industry
Current & Past Employments
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Current Firm
AMERICAN DIVERSIFIED FINANCIAL GROUP LLC | BROAD STREET CAPITAL MARKETS, LLC
Contact Information
Main Address
101 Crawfords Corner Rd Suite 4116, Holmdel, NJ 07733Mailing Address
101 Crawfords Corner Rd Suite 4116, Holmdel, NJ 07733Phone Number
(862) 367-9930Established
Indiana since 02/03/2000Firm Type
Limited Liability CompanyFiscal Year End
JuneFirm Size
SmallFINRA licenses (13 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSeries 55 — Limited Representative-Equity Trader Exam
Passed Oct 2006SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Gregory Edward Averyt's CRS (Customer Relationship Summary).
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