Gregory P. Rodger

BENTLEY WEALTH ADVISORS

Warwick, RI 02886

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CRD#: 6792605

Professional summary

Gregory Paul Rodger is a registered financial advisor currently at BENTLEY WEALTH ADVISORS, LLC located in Warwick, Rhode Island.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Gregory has worked at 2 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.

DiSanto Priest & Co. 117 Metro Center Blvd. Warwick, RI 02886 Non-Investment Related Accounting and Advisory Services Principal Start Date: 11/06/2023 Devotes approximately 200 hours per month to this position, the majority of which are during securities trading hours. Duties include providing tax compliance, planning and consulting services for individuals and businesses.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Paul Rodger'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

December 4, 2023 - Present

BENTLEY WEALTH ADVISORS, LLC

Office #1: 117 Metro Center Boulevard Suite 3000, Warwick, RI 02886

RIA

CRD#: 293311

Warwick, RI

Past

February 2, 2021 - March 3, 2022

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

RIA

CRD#: 38357

New Bedford, MA

Past

December 15, 2017 - September 11, 2019

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

RIA

CRD#: 38357

New Bedford, MA

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

Rhode Island
(12/4/2023)

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: 9/25/2017

Uniform Investment Adviser Law Examination

Current Firm

BENTLEY WEALTH ADVISORS, LLC

CRD#: 293311 / SEC#:

Rhode Island

Registered Investment Advisory firm - (12/31/2018 Approved)

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Contact information

Main Address

117 Metro Center Boulevard Suite 3000, Warwick, RI 02886

Mailing Address

Phone number

(401) 921-2000

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Gregory P. Rodger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Paul Rodger's CRS (Customer Relationship Summary).

Certified licenses

Experience

BENTLEY WEALTH ADVISORS, LLC

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/25/2017

Current Firm

BENTLEY WEALTH ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

BENTLEY WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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