Gregory Halvachs

ACR ALPINE CAPITAL RESEARCH

St. Louis, MO 63105

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CRD#: 7219497

Professional summary

Gregory Halvachs, who also goes by Greg Halvachs, is a registered financial advisor currently at ACR ALPINE CAPITAL RESEARCH, LLC located in St. Louis, Missouri and IMST DISTRIBUTORS, LLC located in St. Louis, Missouri.

Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Gregory has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Greg Halvachs

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.

Alpine Capital Research, LLC; Investment Related; Clayton, MO; Began 03/30/2020; Investment Management; Client Relations Associate; Sales and Marketing Support; 200 hours per month with 140 hours during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Halvachs'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

February 3, 2023 - Present

ACR ALPINE CAPITAL RESEARCH, LLC

Office #1: 190 Carondelet Plaza Suite 1300, St. Louis, MO 63105

RIA

CRD#: 110933

St. Louis, MO

Current

August 8, 2020 - Present

IMST DISTRIBUTORS, LLC

Office #1: 190 Carondelet Plaza Suite 1300, St. Louis, MO 63105

CRD#: 130745

St. Louis, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ACR ALPINE CAPITAL RESEARCH, LLC

ACR ALPINE CAPITAL RESEARCH, LLC | ALPINE PRIVATE CAPITAL | ALPINE INVESTMENT MANAGEMENT,LLC | ACR ALPINE CAPTIAL RESEARCH

CRD#: 110933 / SEC#: 801-60694

RIA

Registered Investment Advisory firm - (11/13/2001 Approved)

Indiana

Registered Investment Advisory firm - (9/28/2002 Terminated)

Missouri

Registered Investment Advisory firm - (11/13/2001 Terminated)

Texas

Registered Investment Advisory firm - (11/30/2001 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(1/5/2021)

Alaska
(1/5/2021)

Arizona
(1/5/2021)

Arkansas
(1/5/2021)

California
(1/5/2021)

Colorado
(1/5/2021)

Connecticut
(1/5/2021)

Delaware
(1/5/2021)

District of Columbia
(1/5/2021)

Florida
(1/5/2021)

Georgia
(1/5/2021)

Hawaii
(1/5/2021)

Idaho
(1/5/2021)

Illinois
(1/5/2021)

Indiana
(1/5/2021)

Iowa
(1/5/2021)

Kansas
(1/5/2021)

Kentucky
(1/5/2021)

Louisiana
(1/5/2021)

Maine
(1/5/2021)

Maryland
(1/5/2021)

Massachusetts
(1/5/2021)

Michigan
(1/5/2021)

Minnesota
(1/5/2021)

Mississippi
(1/5/2021)

Missouri
(11/16/2020)

IAR

Missouri
(2/3/2023)

Montana
(1/5/2021)

Nebraska
(1/5/2021)

Nevada
(1/5/2021)

New Hampshire
(1/5/2021)

New Jersey
(1/5/2021)

New Mexico
(1/5/2021)

New York
(1/5/2021)

North Carolina
(1/5/2021)

North Dakota
(1/5/2021)

Ohio
(1/5/2021)

Oklahoma
(1/5/2021)

Oregon
(1/5/2021)

Pennsylvania
(1/5/2021)

Rhode Island
(1/5/2021)

South Carolina
(1/5/2021)

South Dakota
(1/5/2021)

Tennessee
(1/5/2021)

Texas
(1/5/2021)

Utah
(1/5/2021)

Vermont
(1/5/2021)

Virginia
(1/5/2021)

Washington
(1/5/2021)

West Virginia
(1/5/2021)

Wisconsin
(1/5/2021)

Wyoming
(1/5/2021)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/14/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/8/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 1/11/2020

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

ACR ALPINE CAPITAL RESEARCH, LLC

ACR ALPINE CAPITAL RESEARCH, LLC | ALPINE PRIVATE CAPITAL | ALPINE INVESTMENT MANAGEMENT,LLC | ACR ALPINE CAPTIAL RESEARCH

CRD#: 110933 / SEC#: 801-60694

RIA

Registered Investment Advisory firm - (11/13/2001 Approved)

Indiana

Registered Investment Advisory firm - (9/28/2002 Terminated)

Missouri

Registered Investment Advisory firm - (11/13/2001 Terminated)

Texas

Registered Investment Advisory firm - (11/30/2001 Terminated)

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Contact information

Main Address

190 Carondelet Plaza Suite 1300, St. Louis, MO 63105

Mailing Address

Phone number

(314) 932-7600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ACR ADV PART 2A - MARCH 31, 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	6,394
AUM (Assets Under Management)	$ 8,511,877,560

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 Halvachs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

ACR ALPINE CAPITAL RESEARCH, LLC

IMST DISTRIBUTORS, LLC

Primary Firm SEC Registration

ACR ALPINE CAPITAL RESEARCH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/14/2020

Series 7TO

Date: 8/8/2020

SIE

Date: 1/11/2020

FINRA

Current Firm

ACR ALPINE CAPITAL RESEARCH, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ACR ALPINE CAPITAL RESEARCH, LLC

TRUST BUT VERIFY

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