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GG

Gregory T. Giannini

CARSON MANAGEMENT COMPANY
DALLAS, TX 75219
Some features on this profile are disabled
CRD#: 5772621
GG

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 .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

G Thomas Giannini | Greg Giannini | Gregory T Giannini

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 Thomas Giannini'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

April 1, 2010 - Present

CARSON MANAGEMENT COMPANY, LLC

Office #1: 3030 Olive Street 500 Victory Plaza East, Dallas, TX 75219
RIA
CRD#: 153261
DALLAS, TX

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".
CM
CARSON MANAGEMENT COMPANY, LLC
CARSON MANAGEMENT COMPANY, LLC | CARSON PRIVATE CAPITAL

CRD#: 153261 / SEC#: 801-71258

RIA
Registered Investment Advisory firm - (4/1/2010 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
Texas
(4/1/2010)

Exams

Current Firm

CM
CARSON MANAGEMENT COMPANY, LLC
CARSON MANAGEMENT COMPANY, LLC | CARSON PRIVATE CAPITAL

CRD#: 153261 / SEC#: 801-71258

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

Main Address
2911 Turtle Creek Blvd. Ste. 1050, Dallas, TX 75219
Mailing Address
Phone number
(214) 999-1000
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Part 2 Brochures

CARSON MANAGEMENT COMPANY, LLC (7/18/2025)

Regulatory assets under management

Total Number of Accounts20
AUM (Assets Under Management)$ 457,877,542

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

CARSON MANAGEMENT COMPANY, LLC

CRD#: 153261Dallas, TX 75219

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