Gregory B. Lawson

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CRD#: 5938161

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 Bryan Lawson was a registered financial professional .

Gregory is a previously registered financial professional and started their career in finance in 2011. Gregory had worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

December 2, 2015 - August 17, 2022

PARAMETRIC PORTFOLIO ASSOCIATES

RIA

CRD#: 114310

SEATTLE, WA

Past

September 25, 2015 - August 17, 2022

EATON VANCE DISTRIBUTORS, INC.

CRD#: 37731

SEATTLE, WA

Past

July 18, 2013 - August 12, 2015

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

BETHESDA, MD

Past

July 18, 2013 - August 12, 2015

UBS FINANCIAL SERVICES INC.

CRD#: 8174

BETHESDA, MD

Past

March 6, 2013 - July 26, 2013

M&T SECURITIES, INC.

RIA

CRD#: 17358

FAIRFAX, VA

Past

March 6, 2013 - July 26, 2013

M&T SECURITIES, INC.

CRD#: 17358

FAIRFAX, VA

Past

June 18, 2012 - February 19, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

WASHINGTON, DC

Past

June 14, 2012 - February 19, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

WASHINGTON, DC

Past

September 7, 2011 - May 16, 2012

MORGAN STANLEY

RIA

CRD#: 149777

WASHINGTON, DC

Past

July 4, 2011 - May 16, 2012

MORGAN STANLEY

CRD#: 149777

WASHINGTON, DC

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".

PARAMETRIC PORTFOLIO ASSOCIATES

CRD#: 114310 / SEC#: 801-60485

RIA

Registered Investment Advisory firm - (8/17/2001 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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 66

Date: 7/26/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/7/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 9/12/2011

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 7/1/2011

General Securities Representative Examination

Current Firm

PARAMETRIC PORTFOLIO ASSOCIATES

CRD#: 114310 / SEC#: 801-60485

RIA

Registered Investment Advisory firm - (8/17/2001 Approved)

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Contact information

Main Address

800 Fifth Avenue Suite 2800, Seattle, WA 98104

Mailing Address

Phone number

(206) 694-5500

Established

Firm type

Fiscal year end

# of Employees

1,006

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PARAMETRIC FORM ADV BROCHURE - 08 15 2025 (8/15/2025)

Regulatory assets under management

Total Number of Accounts	201,647
AUM (Assets Under Management)	$ 574,020,820,789

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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Advisor Monitoring

Firm Stability Insights

Gregory B. Lawson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

EATON VANCE DISTRIBUTORS, INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

M&T SECURITIES, INC.

M&T SECURITIES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

PARAMETRIC PORTFOLIO ASSOCIATES

State Registrations and Notice Filings

Exams

Series 66

Date: 7/26/2011

Series 63

Date: 6/7/2010

SIE

Date: 10/1/2018

Series 3

Date: 9/12/2011

Series 7

Date: 7/1/2011

Current Firm

PARAMETRIC PORTFOLIO ASSOCIATES

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARAMETRIC PORTFOLIO ASSOCIATES

TRUST BUT VERIFY

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