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GA

Gregory Anthony

SOMERSET SECURITIES
Portland, OR 97239
Some features on this profile are disabled
CRD#: 6734377
GA

Professional summary

Gregory Anthony, who also goes by Porsch Anthony, is a registered financial professional currently at SOMERSET SECURITIES, INC. located in Portland, Oregon.

Gregory is registered as a RR (Registered Representative) and started their career in finance in 2017. Gregory has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Porsch Anthony

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 Anthony's CRS (Customer Relationship Summary).
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

November 20, 2025 - Present

SOMERSET SECURITIES, INC.

Office #1: 4600 S Kelly Ave, Portland, OR 97239
BD
CRD#: 2493
Portland, OR
Past

June 15, 2023 - October 10, 2024

SOMERSET SECURITIES, INC.

BD
CRD#: 2493
PORTLAND, OR
Past

September 27, 2017 - April 17, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
PORTLAND, OR
Past

June 29, 2017 - April 17, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
PORTLAND, OR

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/26/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/29/2017
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

SS
SOMERSET SECURITIES, INC.
BAY COLONY SECURITIES CO., INC. | SOMERSET SECURITIES, INC. | L & M SECURITIES COMPANY INC. | L & M SECURITIES COMPANY | CHARLES J. AUDITORE | BC SECURITIES INC.

CRD#: 2493 / SEC#: , 8-11539

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information

Main Address
4600 S Kelly Ave, Portland, OR 97239
Mailing Address
4600 S Kelly Ave, Portland, OR 97239
Phone number
(800) 813-4000
Established
Massachusetts since 11/01/1996
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (48 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
SOMERSET HOLDINGS GROUP, LLCOWNER
GEORGE, KENNETH RONALDCFO/FINOP2643369
HAMLIN, THOMAS BURGESSCEO, CCO2208505

Disclosures

Regulatory Event3

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

SOMERSET SECURITIES, INC.

CRD#: 2493Portland, OR 97239

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