Gregory H. Kirwan

SAVVY

North Kingstown, RI

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CRD#: 5164057

Professional summary

Gregory H Kirwan JR, CFP®, who also goes by Gregory H Kirwan, Gregory Howard Kirwan Jr, is a registered financial advisor currently at SAVVY located in North Kingstown, Rhode Island.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Gregory has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gregory H Kirwan | Gregory Howard Kirwan Jr

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.

Licensed insurance agent offering erm, universal life, fixed/indexed annuities; Start date: May 1, 2025; Investment related; 4-8 hours per month. Self employed Owner/Operator of GHK Transportation; Start date: January 1, 2023; Non-investment related; 4-8 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory H Kirwan JR's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Experience

Current

May 15, 2025 - Present

SAVVY

RIA

CRD#: 318493

North Kingstown, RI

Past

July 26, 2023 - September 22, 2025

ALL THAT MATTERS FINANCIAL SERVICES LLP

RIA

CRD#: 322690

NORTH KINGSTOWN, RI

Past

February 4, 2021 - August 16, 2023

THE WINDMILL GROUP, INC.

RIA

CRD#: 8384

north kingstown, RI

Past

January 11, 2021 - August 16, 2023

THE WINDMILL GROUP, INC.

CRD#: 8384

SOMERS, NY

Past

September 4, 2014 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

PROVIDENCE, RI

Past

September 4, 2014 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

PROVIDENCE, RI

Past

January 28, 2014 - July 15, 2014

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

CRANSTON, RI

Past

January 28, 2014 - July 15, 2014

CITIZENS SECURITIES, INC.

CRD#: 39550

CRANSTON, RI

Past

July 19, 2012 - February 3, 2014

LPL FINANCIAL LLC

RIA

CRD#: 6413

EAST HAVEN, CT

Past

July 18, 2012 - February 3, 2014

LPL FINANCIAL LLC

CRD#: 6413

EAST HAVEN, CT

Past

March 13, 2009 - June 29, 2012

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

CRANSTON, RI

Past

December 1, 2008 - June 29, 2012

CITIZENS SECURITIES, INC.

CRD#: 39550

CRANSTON, RI

Past

May 27, 2008 - November 17, 2008

LPL FINANCIAL LLC

CRD#: 6413

SMITHFIELD, RI

Past

June 22, 2006 - May 27, 2008

IFMG SECURITIES, INC.

CRD#: 14416

SMITHFIELD, RI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SAVVY

CRD#: 318493 / SEC#: 801-123656

RIA

Registered Investment Advisory firm - (4/11/2022 Approved)

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

Rhode Island
(5/15/2025)

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

State Security Law Exam

IAR

Series 65

Date: 3/12/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/23/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/14/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/21/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SAVVY

CRD#: 318493 / SEC#: 801-123656

RIA

Registered Investment Advisory firm - (4/11/2022 Approved)

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Contact information

Main Address

111 West 33rd Street Unit 1410, New York, NY 10001

Mailing Address

Phone number

(833) 745-6789

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (38 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SAVVY ADV PART 2 (8/19/2025)

Regulatory assets under management

Total Number of Accounts	3,776
AUM (Assets Under Management)	$ 1,295,318,161

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.

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Firm Stability Insights

Gregory H. Kirwan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory H Kirwan JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALL THAT MATTERS FINANCIAL SERVICES LLP

THE WINDMILL GROUP, INC.

THE WINDMILL GROUP, INC.

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

LPL FINANCIAL LLC

IFMG SECURITIES, INC.

Primary Firm SEC Registration

SAVVY

State Registrations and Notice Filings

Exams

Series 65

Date: 3/12/2009

Series 63

Date: 6/23/2006

SIE

Date: 10/1/2018

Series 7

Date: 1/14/2009

Series 6

Date: 6/21/2006

Current Firm

SAVVY

Contact information

SEC notice filing (38 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SAVVY

TRUST BUT VERIFY

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