Gregory John Bentley
Professional Summary
Gregory John Bentley, who also goes by Gregory J Bentley, is a registered financial advisor currently at EXODUS WEALTH, LLC located in San Ramon, California and FORTUNE FINANCIAL SERVICES, INC. located in Monaca, Pennsylvania. Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1980. Gregory has worked at 15 firms and has passed the Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Gregory J Bentley
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
EAGLE STRATEGIES LLC
TERRAFIRMA WEALTH PARTNERS
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
EAGLE STRATEGIES LLC
TERRAFIRMA WEALTH PARTNERS
Contact Information
xxxxx@xxxx.xxx
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
EAGLE STRATEGIES LLC
TERRAFIRMA WEALTH PARTNERS
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
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
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
EAGLE STRATEGIES LLC
TERRAFIRMA WEALTH PARTNERS
Years of Experience
46 years in the financial services industry
Current & Past Employments
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
EAGLE STRATEGIES LLC
TERRAFIRMA WEALTH PARTNERS
Current Firm
21ST CENTURY WEALTH & INSURANCE SERVICES | WURZ FINANCIAL SERVICES | WISE WEALTH ASSET MANAGEMENT | TIMES FINANCIAL PLANNERS | THE ONE HOUR TAX MANAGER | THE O'BRIEN GROUP | SYMMETRY WEALTH MANAGEMENT | STEWART FINANCIAL SERVICES | SNYDER WEALTH ADVISORS, LLC | SINCLAIR FINANCIAL SOLUTIONS | SINCLAIR FINANCIAL SERVICES | RETIREMENT SOLUTIONS | RETIREMENT INCOME ADVISORS, LLC | PULLEY INSURANCE & FINANCIAL SERVICES | PROSPERITY WEALTH MANAGEMENT, INC. | PROSPERITY WEALTH MANAGEMENT | PIVOTAL FINANCIAL | MILLER FINANCIAL GROUP | MEO WEALTH MANAGEMENT | MCMILLION FINANCIAL GROUP LLC | MC2 WEALTH PLANNING, LLC | MARK YOUNG AND ASSOCIATES | MARK YOUNG & ASSOCIATES | LIND FINANCIAL SERVICES | LIFE-WORK PLANNING CORPORATION | LIFE GOALS FINANCIAL | JOELLE GROUP | INTERSTATE FINANCIAL SERVICES, INC. | INTEGRITY FINANCIAL | HUB INT'L | HIGHLAND CAPITAL FINANCIAL CONSULTING LLC | HECKER ADVISORY GROUP, INC. | GRUCCI AND ASSOCIATES, INC. | GRUCCI & ASSOCIATES | GOLDEN TRIANGLE FINANCIAL SERVICES | FORTUNE FINANCIAL SERVICES | FLORES FINANCIAL | FINANCIAL VISIONS GROUP | FINANCIAL VISION GROUP | EZZY FINANCIAL SERVICES, LLC | EXODUS WEALTH, LLC | ETHEREDGE INSURANCE, LLC | DIVERSIFIED WEALTH MANAGEMENT, INC. | DIGNITY TAX SERVICES | CHANGING TIMES FINANCIAL PLANNERS | CAPITAL COMPANIES | C.M. CARRILLO FINANCIAL ADVISING | BUCKEYE TAX AND FINANCIAL SERVICES, INC. | BUCKET LIST PLANNING | ADVANCED FINANCIAL PARTNERS | ABRAMOVITZ WEALTH MANAGEMENT | 417 INSURANCE & INVESTMENTS
Contact Information
Main Address
2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308Phone Number
(925) 791-4444# of Employees
53SEC notice filing (33 States and Territories)
Registered to provide investment advisory services in 33 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
3,055AUM (Assets Under Management)
$483,606,925Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
EAGLE STRATEGIES LLC
TERRAFIRMA WEALTH PARTNERS
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.
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
EAGLE STRATEGIES LLC
TERRAFIRMA WEALTH PARTNERS
Primary Firm SEC Registration
21ST CENTURY WEALTH & INSURANCE SERVICES | WURZ FINANCIAL SERVICES | WISE WEALTH ASSET MANAGEMENT | TIMES FINANCIAL PLANNERS | THE ONE HOUR TAX MANAGER | THE O'BRIEN GROUP | SYMMETRY WEALTH MANAGEMENT | STEWART FINANCIAL SERVICES | SNYDER WEALTH ADVISORS, LLC | SINCLAIR FINANCIAL SOLUTIONS | SINCLAIR FINANCIAL SERVICES | RETIREMENT SOLUTIONS | RETIREMENT INCOME ADVISORS, LLC | PULLEY INSURANCE & FINANCIAL SERVICES | PROSPERITY WEALTH MANAGEMENT, INC. | PROSPERITY WEALTH MANAGEMENT | PIVOTAL FINANCIAL | MILLER FINANCIAL GROUP | MEO WEALTH MANAGEMENT | MCMILLION FINANCIAL GROUP LLC | MC2 WEALTH PLANNING, LLC | MARK YOUNG AND ASSOCIATES | MARK YOUNG & ASSOCIATES | LIND FINANCIAL SERVICES | LIFE-WORK PLANNING CORPORATION | LIFE GOALS FINANCIAL | JOELLE GROUP | INTERSTATE FINANCIAL SERVICES, INC. | INTEGRITY FINANCIAL | HUB INT'L | HIGHLAND CAPITAL FINANCIAL CONSULTING LLC | HECKER ADVISORY GROUP, INC. | GRUCCI AND ASSOCIATES, INC. | GRUCCI & ASSOCIATES | GOLDEN TRIANGLE FINANCIAL SERVICES | FORTUNE FINANCIAL SERVICES | FLORES FINANCIAL | FINANCIAL VISIONS GROUP | FINANCIAL VISION GROUP | EZZY FINANCIAL SERVICES, LLC | EXODUS WEALTH, LLC | ETHEREDGE INSURANCE, LLC | DIVERSIFIED WEALTH MANAGEMENT, INC. | DIGNITY TAX SERVICES | CHANGING TIMES FINANCIAL PLANNERS | CAPITAL COMPANIES | C.M. CARRILLO FINANCIAL ADVISING | BUCKEYE TAX AND FINANCIAL SERVICES, INC. | BUCKET LIST PLANNING | ADVANCED FINANCIAL PARTNERS | ABRAMOVITZ WEALTH MANAGEMENT | 417 INSURANCE & INVESTMENTS
State Registrations and Notice Filings
(7/13/2026)
(7/13/2026)
(3/2/2012)
(7/13/2026)
(11/2/2011)
(2/19/2020)
(10/20/2015)
(12/8/2016)
(7/13/2026)
(10/4/2022)
(6/13/2013)
(4/2/2014)
(7/13/2026)
(10/4/2022)
(6/7/2013)
(5/31/2017)
(3/4/2014)
(7/13/2026)
(7/13/2026)
(10/4/2022)
(10/4/2022)
(10/4/2022)
(7/13/2026)
(10/4/2022)
(9/5/2012)
(7/13/2026)
(12/8/2016)
(7/13/2026)
(7/13/2026)
(10/18/2022)
(6/13/2013)
(5/31/2017)
(7/13/2026)
(6/13/2013)
(10/4/2022)
(7/13/2026)
(3/5/2012)
(7/13/2026)
(6/10/2013)
(11/2/2011)
(10/4/2022)
(4/9/2013)
(7/13/2026)
(10/4/2022)
(1/16/2015)
(1/2/2019)
(7/13/2026)
(7/13/2026)
(12/8/2016)
(3/2/2012)
(7/13/2026)
(12/8/2016)
(10/4/2022)
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 52TO — Municipal Securities Representative Examination
Passed Sep 2025About the Series 52TO examSeries 1 — Registered Representative Examination
Passed Feb 1980Series 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Mar 1993About the Series 26 examSRO Registrations
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
EAGLE STRATEGIES LLC
TERRAFIRMA WEALTH PARTNERS
CRS (Client Relationship Summary) - RIA
Click below to view Gregory John Bentley's CRS (Customer Relationship Summary).
Similar Advisors
EDELMAN FINANCIAL ENGINES
STRATEGIC ADVISERS LLC
EAGLE STRATEGIES LLC
TERRAFIRMA WEALTH PARTNERS
