Gregory D. Kammerer
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Gregory David Kammerer was a registered financial professional .
Gregory is a previously registered financial professional and started their career in finance in 2010. Gregory had worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 22 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 13, 2020 - November 28, 2023
ALTRIUS CAPITAL MANAGEMENT, INC.
October 4, 2018 - December 13, 2019
THIRD SEVEN CAPITAL LLC
February 22, 2011 - January 6, 2012
ALLIED BEACON PARTNERS, INC.
August 27, 2010 - February 22, 2011
AMERICAN BEACON PARTNERS, INC.
Primary Firm SEC Registration
ALTRIUS CAPITAL MANAGEMENT, INC.
CRD#: 121529 / SEC#: 801-63153
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
ALTRIUS CAPITAL MANAGEMENT, INC.
CRD#: 121529 / SEC#: 801-63153
Contact information
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,342 |
| AUM (Assets Under Management) | $ 626,765,786 |
Red Flags
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