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GP

Gregory S. Pashak

SUNSET STRATEGIC FINANCIAL ADVISORS
Beaverton, OR
Some features on this profile are disabled
CRD#: 5003649
GP

Professional summary

Gregory Scott Pashak, who also goes by Greg Pashak, is a registered financial advisor currently at SUNSET STRATEGIC FINANCIAL ADVISORS, LLC located in Beaverton, Oregon.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Gregory has worked at 7 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Greg Pashak

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 Scott Pashak'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

June 13, 2012 - Present

SUNSET STRATEGIC FINANCIAL ADVISORS, LLC

RIA
CRD#: 161606
Beaverton, OR
Past

October 8, 2010 - November 9, 2011

SPC

RIA
CRD#: 110692
BEAVERTON, OR
Past

October 1, 2010 - November 9, 2011

PARKLAND SECURITIES, LLC

BD
CRD#: 115368
BEAVERTON, OR
Past

September 25, 2009 - December 24, 2009

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
LAKE OSWEGO, OR
Past

February 23, 2007 - December 24, 2009

NEW ENGLAND SECURITIES

RIA
CRD#: 615
LAKE OSWEGO, OR
Past

February 1, 2007 - December 24, 2009

NEW ENGLAND SECURITIES

BD
CRD#: 615
LAKE OSWEGO, OR
Past

August 23, 2005 - January 31, 2007

OSAIC FA, INC.

RIA
CRD#: 3978
PORTLAND, OR
Past

August 3, 2005 - May 23, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

August 3, 2005 - January 31, 2007

OSAIC FA, INC.

BD
CRD#: 3978
PORTLAND, OR

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
Oregon
(6/13/2012)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/22/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 8/2/2005
General Securities Representative Examination

Current Firm

SS
SUNSET STRATEGIC FINANCIAL ADVISORS, LLC
SUNSET STRATEGIC FINANCIAL ADVISORS | SUNSET STRATEGIC FINANCIAL ADVISORS, LLC

CRD#: 161606 / SEC#:

Oregon
Registered Investment Advisory firm - (6/13/2012 Approved)
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Contact information

Main Address
Beaverton, OR
Mailing Address
Phone number
(503) 643-5091
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts22
AUM (Assets Under Management)$ 4,776,898

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

SUNSET STRATEGIC FINANCIAL ADVISORS, LLC

CRD#: 161606Beaverton, OR

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