Gregory S Will
CFP®, CIMA®Professional Summary
Gregory S Will, CFP®, CIMA® is a registered financial advisor currently at BESTGATE WEALTH ADVISORS, LLC located in Frederick, Maryland. Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Gregory has worked at 2 firms.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Investment Management
- Retirement Planning
- Tax Planning
- Financial Planning
- Estate & Legacy Planning
Biography
Greg is a financial advisor with over ten years of financial services and tax experience. He earned a Bachelor's of Science in Accounting and a Master's of Science in Taxation from the University of Baltimore, and completed the Investment Management Theory and Practice program at Yale. Greg specializes in retirement planning because he enjoys helping clients remain financially secure so that they can make the most out of their retirement. Greg also has an expertise...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures on record.
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Credentials
Years of Experience
7 years in the financial services industry
Current & Past Employments
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Current Firm
BESTGATE WEALTH ADVISORS, LLC
Contact Information
Main Address
5100 Buckeystown Pike Ste 290, Frederick, MD 21704Phone Number
(301) 662-7220# of Employees
9SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
118AUM (Assets Under Management)
$162,404,904Similar Advisors
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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.
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Primary Firm SEC Registration
BESTGATE WEALTH ADVISORS, LLC
State Registrations and Notice Filings
(6/17/2019)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Gregory S Will's CRS (Customer Relationship Summary).
Services Offered by Gregory
- Investment Management
- Retirement Planning
- Tax Planning
- Financial Planning
- Estate & Legacy Planning
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