Gregory S. Dupont

ADVOCATE WEALTH SOLUTIONS

Dublin, OH 43017

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CRD#: 5091245

Professional summary

Gregory Scott Dupont, CFP® is a registered financial advisor currently at ADVOCATE WEALTH SOLUTIONS located in Dublin, Ohio.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Gregory has worked at 2 firms and has passed the Series 6 exam.

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.

Managing partner Law offices of DuPont And Blumenstiel, LLC. Attorney at law, 11/1992-Present, DUBLIN, OH / 80 HRS PER MO, 1/2 HR PER DAY DURING TRADING HRS ---- President Wealth Solutions Network, Located at 655 Metro Place South, Suite 440 Dublin, Ohio 43017 Investment related -Marketing and coaching, Start date January 1, 2023,. Hours devoted to business during trading hours: 40/month. Hours devoted to business outside trading hours: 40/month. Blue Ocean Insurance -Start January 1, 2023. Investment-related, independent Life insurance agent selling life insurance and annuities. Located at 655 Metro Place South, Suite 440, Dublin, Ohio 43017. Start date 12/19/2005 (formerly conducted outside of agency structure as an independent agent). Hours devoted to business during trading hours: 40/month Hours devoted to business outside trading hours: 40/month. President Ohio Tax Advocates, January 1, 2018. Located at 655 Metro Place South, Suite 440, Dublin, Ohio 43017, Tax Planning, consulting, and return preparation, 20 hrs/month.

Blog Corner

CRS (Client Relationship Summary) - RIA

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Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

January 5, 2010 - Present

ADVOCATE WEALTH SOLUTIONS

Office #1: 655 Metro Place South Suite 440, Dublin, OH 43017

RIA

CRD#: 152534

Dublin, OH

Past

February 17, 2006 - November 13, 2009

WADDELL & REED

RIA

CRD#: 866

DUBLIN, OH

Past

February 7, 2006 - November 13, 2009

WADDELL & REED

CRD#: 866

DUBLIN, OH

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

Ohio
(1/5/2010)

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Exams

General Industry/Product Exam

Series 6

Date: 2/6/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ADVOCATE WEALTH SOLUTIONS

ADVOCATE WEALTH SOLUTIONS | WEALTH SOLUTIONS GROUP | DUPONT WEALTH SOLUTIONS, LLC

CRD#: 152534 / SEC#:

Ohio

Registered Investment Advisory firm - (1/4/2010 Approved)

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Contact information

Main Address

655 Metro Place South Suite 440, Dublin, OH 43017

Mailing Address

Phone number

(614) 408-0529

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	43
AUM (Assets Under Management)	$ 7,000,000

Red Flags

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Gregory S. Dupont

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Scott Dupont's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVOCATE WEALTH SOLUTIONS

WADDELL & REED

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 6

Date: 2/6/2006

Current Firm

ADVOCATE WEALTH SOLUTIONS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ADVOCATE WEALTH SOLUTIONS

TRUST BUT VERIFY

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