Gregory E. Cadger

CADGER TAX AND FINANCIAL

Carolina Beach, NC

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CRD#: 6670954

Professional summary

Gregory Edward Cadger is a registered financial advisor currently at CADGER TAX AND FINANCIAL INC located in Carolina Beach, North Carolina.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Gregory has worked at 3 firms 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.

Cadger Tax & Financial Inc- Advisory Services, Investment Related, 823 Kenneth Ave 1, Carolina Beach, North Carolina, 28428, RIA for Cadger Wealth Advisors LLC in which I serve as an investment Advisor and President. Cadger Wealth advisors LLC was formed in 2023 and is a related entity. I work 40 plus hours per week for Cadger Tax & Financial Inc. I perform all of my advisory duties in North Carolina, California, Nevada, South Carolina under Cadger Tax & Financial Inc. Cadger Wealth Advisors LLC is a related entity used for marketing purposes and tax consulting purposes in California and South Carolina.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Edward Cadger'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

January 22, 2021 - Present

CADGER TAX AND FINANCIAL INC

RIA

CRD#: 312033

Carolina Beach, NC

Past

September 23, 2019 - February 24, 2021

BLUEPRINT INVESTMENTS AND TAX PLANNING

RIA

CRD#: 291591

Valley Springs, CA

Past

October 16, 2017 - October 5, 2019

BLUEPRINT WEALTH PARTNERS, LLC

RIA

CRD#: 168921

VALLEY SPRINGS, CA

Past

June 16, 2016 - October 16, 2017

BLUEPRINT WEALTH PARTNERS, LLC

RIA

CRD#: 168921

VALLEY SPRINGS, 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
(1/22/2021)

IAR

Nevada
(3/26/2021)

IAR

South Carolina
(7/7/2021)

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 65

Date: 8/31/2017

Uniform Investment Adviser Law Examination

Current Firm

CADGER TAX AND FINANCIAL INC

CRD#: 312033 / SEC#:

California

Registered Investment Advisory firm - (1/22/2021 Approved)

Nevada

Registered Investment Advisory firm - (3/17/2021 Approved)

South Carolina

Registered Investment Advisory firm - (7/7/2021 Approved)

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Contact information

Main Address

Carolina Beach, NC

Mailing Address

823 Kenneth Ave 1, Carolina Beach, NC 28428

Phone number

(209) 400-4615

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	41
AUM (Assets Under Management)	$ 9,200,000

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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Gregory E. Cadger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Edward Cadger's CRS (Customer Relationship Summary).

Certified licenses

Experience

CADGER TAX AND FINANCIAL INC

BLUEPRINT INVESTMENTS AND TAX PLANNING

BLUEPRINT WEALTH PARTNERS, LLC

BLUEPRINT WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/31/2017

Current Firm

CADGER TAX AND FINANCIAL INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CADGER TAX AND FINANCIAL INC

TRUST BUT VERIFY

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