GD
Greg Deforest
GD INVESTMENT ADVISERS LLC
San Francisco, CA
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CRD#: 6422979
GD
Professional summary
Greg Deforest is a registered financial advisor currently at GD INVESTMENT ADVISERS LLC located in San Francisco, California.
Greg is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Greg has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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.
NAME OF BUSINESS: THE RESERVE WINE LIST; NOT INVESTMENT-RELATED; ADDRESS: 231 8TH AVENUE, SAN FRANCISCO, CA 94118; NATURE OF BUSINESS: LICENSED FINANCE LENDER IN CALIFORNIA THAT PROVIDES LOANS TO SMALL BUSINESSES SECURED BY INVENTORIES; POSITION: CO-FOUNDER; START DATE: NOVEMBER 2011; APPROXIMATE NUMBER OF
HOURS/MONTH DEVOTED TO THE BUSINESS: 5-10; NUMBER OF HOURS/MONTH DEVOTED TO BUSINESS
DURING TRADING HOURS: LESS THAN 5 HOURS; DUTIES: PARTNER DEVELOPMENT AND MANAGEMENT, BUSINESS STRATEGY, ACCOUNTING, AUDITING PARTNER FINANCIALS AND INVENTORY.
CRS (Client Relationship Summary) - RIA
Click below to view Greg Deforest'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®
NoneExperience
Current
December 11, 2014 - Present
GD INVESTMENT ADVISERS LLC
RIA
CRD#: 173953
San Francisco, CA
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
California(12/11/2014)
Current Firm
GI
GD INVESTMENT ADVISERS LLC
GD INVESTMENT ADVISERS LLC | GD INVESTMENT ADVISERS, LLC
CRD#: 173953 / SEC#:
California
Registered Investment Advisory firm - (12/11/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
San Francisco, CA
Mailing Address
Phone number
(415) 310-6537
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 10 |
| AUM (Assets Under Management) | $ 11,675,949 |
Red Flags
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