Gregory Komsky
AIF®Professional Summary
Gregory Komsky, AIF®, who also goes by Greg Komsky, is a registered financial advisor currently at VERITY ASSET MANAGEMENT located in Oakdale, California and THE LEADERS GROUP, INC. located in Durham, North Carolina. Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Gregory has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Gregory Komsky, Greg Komsky
Similar Advisors
GOLDMAN SACHS & CO. LLC
WHITEWATER WEALTH
EDWARD JONES
J.P. MORGAN SECURITIES LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
GOLDMAN SACHS & CO. LLC
WHITEWATER WEALTH
EDWARD JONES
J.P. MORGAN SECURITIES LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
GOLDMAN SACHS & CO. LLC
WHITEWATER WEALTH
EDWARD JONES
J.P. MORGAN SECURITIES LLC
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.
Similar Advisors
GOLDMAN SACHS & CO. LLC
WHITEWATER WEALTH
EDWARD JONES
J.P. MORGAN SECURITIES LLC
Credentials
Years of Experience
11 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
GOLDMAN SACHS & CO. LLC
WHITEWATER WEALTH
EDWARD JONES
J.P. MORGAN SECURITIES LLC
Current Firm
ENCOMPASS MORE | VERITY ASSET MANAGEMENT, INC. | VERITY ASSET MANAGEMENT
Contact Information
Main Address
280 S Mangum St Ste 550, Durham, NC 27701-3676Phone Number
(919) 490-6717# of Employees
77SEC notice filing (35 States and Territories)
Registered to provide investment advisory services in 35 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
7,603AUM (Assets Under Management)
$1,154,371,169Similar Advisors
GOLDMAN SACHS & CO. LLC
WHITEWATER WEALTH
EDWARD JONES
J.P. MORGAN SECURITIES LLC
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.
Similar Advisors
GOLDMAN SACHS & CO. LLC
WHITEWATER WEALTH
EDWARD JONES
J.P. MORGAN SECURITIES LLC
Primary Firm SEC Registration
ENCOMPASS MORE | VERITY ASSET MANAGEMENT, INC. | VERITY ASSET MANAGEMENT
State Registrations and Notice Filings
(11/17/2017)
(11/11/2025)
(11/11/2025)
(10/16/2025)
(11/11/2025)
(11/17/2017)
(11/11/2025)
(11/11/2025)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 2015About the Series 6 examSRO Registrations
Similar Advisors
GOLDMAN SACHS & CO. LLC
WHITEWATER WEALTH
EDWARD JONES
J.P. MORGAN SECURITIES LLC
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Komsky's CRS (Customer Relationship Summary).
Similar Advisors
GOLDMAN SACHS & CO. LLC
WHITEWATER WEALTH
EDWARD JONES
J.P. MORGAN SECURITIES LLC