AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
GW

Gregory S. Wildeman

REVERE MERCHANT SECURITIES
New York, NY 10022
Some features on this profile are disabled
CRD#: 6332005
GW

Professional summary


Gregory Scott Wildeman is a registered financial professional currently at REVERE MERCHANT SECURITIES, LLC located in New York, New York.

Gregory is registered as a RR (Registered Representative) and started their career in finance in 2014. Gregory has worked at 2 firms and has passed the Series 63, Series 99TO, SIE, Series 87, Series 7, Series 14, Series 24 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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) - BD


Click below to view Gregory Scott Wildeman'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

July 23, 2015 - Present

REVERE MERCHANT SECURITIES, LLC

Office #1: 560 Lexington Avenue 16th Floor, New York, NY 10022Office #2: 560 Lexington Avenue 16th Floor, New York, NY 10022
BD
CRD#: 171843
New York, NY
Past

July 15, 2014 - April 29, 2022

REVERE SECURITIES LLC

BD
CRD#: 14178
NEW YORK, NY

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(10/3/2023)
RR
Connecticut
(10/3/2023)
RR
Massachusetts
(10/3/2023)
RR
New York
(10/3/2023)
RR
Rhode Island
(10/3/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 9/22/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/20/2016
General Securities Principal Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


RM
REVERE MERCHANT SECURITIES, LLC
REVERE MERCHANT SECURITIES, LLC

CRD#: 171843 / SEC#: , 8-69486

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
560 Lexington Avenue 16th Floor, New York, NY 10022
Mailing Address
560 Lexington Avenue 16th Floor, New York, NY 10022
Phone number
(646) 521-6260
Established
New York since 03/20/2014
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (5 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
REVERE CAPITAL ADVISORS, LLCMEMBER
BARNETT, DANIEL JOSEPHCHAIRMAN2294762
WILDEMAN, GREGORY SCOTTCFO-FINOP, CHIEF COMPLIANCE OFFICER6332005

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


REVERE MERCHANT SECURITIES, LLC

CRD#: 171843New York, NY 10022

TRUST BUT VERIFY

Monitor Gregory Wildeman

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Peter Faulkner Kettle
Peter KettleAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Brooklyn, NY
Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Diane E Finnerty
Diane FinnertyAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
New York, NY
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics