Gregory Thomas Giannini
Professional Summary
Gregory Thomas Giannini, who also goes by G Thomas Giannini, Greg Giannini, Gregory T Giannini, is a registered financial advisor currently at CARSON MANAGEMENT COMPANY, LLC located in Dallas, Texas. Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Gregory has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
G Thomas Giannini, Greg Giannini, Gregory T Giannini
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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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.
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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Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
CARSON MANAGEMENT COMPANY, LLC | CARSON PRIVATE CAPITAL
Contact Information
Main Address
2911 Turtle Creek Blvd. Ste. 1050, Dallas, TX 75219Phone Number
(214) 999-1000# of Employees
6SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
20AUM (Assets Under Management)
$475,084,747Similar Advisors
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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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Primary Firm SEC Registration
CARSON MANAGEMENT COMPANY, LLC | CARSON PRIVATE CAPITAL
State Registrations and Notice Filings
(4/1/2010)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Gregory Thomas Giannini's CRS (Customer Relationship Summary).
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