Gregory Allen Bare
Professional Summary
Gregory Allen Bare, who also goes by Greg Bare, is a registered financial advisor currently at CROSSTREE CAPITAL SECURITIES, LLC located in Tampa, Florida. Gregory is registered as a RR (Registered Representative) and started their career in finance in 2014. Gregory has worked at 4 firms and has passed the Series 63, SIE, Series 52 and Series 79 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Gregory Allen Bare, Greg Bare
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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 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
12 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
CROSSTREE CAPITAL SECURITIES, LLC
Contact Information
Main Address
4830 W Kennedy Blvd Suite 600, Tampa, FL 33609Mailing Address
Po Box 260095, Tampa, FL 33685-0095Phone Number
(813) 774-4753Established
Florida since 07/22/2008Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (3 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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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State Registrations and Notice Filings
(3/21/2023)
(3/21/2023)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Aug 2014About the Series 79 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Gregory Allen Bare's CRS (Customer Relationship Summary).
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