Gregory L. Chapas

PONTE VEDRA WEALTH

PONTE VEDRA BEACH, FL 32082

Some features on this profile are disabled

CRD#: 7447152

Professional summary

Gregory Louis Chapas, who also goes by Greg Chapas, is a registered financial advisor currently at PONTE VEDRA WEALTH located in Ponte Vedra Beach, Florida.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Gregory has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Greg Chapas

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) - RIA

Click below to view Gregory Louis Chapas'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

January 16, 2026 - Present

PONTE VEDRA WEALTH

Office #1: 818 A1a N., Ste. 100, Ponte Vedra Beach, FL 32082

RIA

CRD#: 142080

PONTE VEDRA BEACH, FL

Past

October 18, 2023 - December 19, 2025

FORTRESS WEALTH PLANNING

RIA

CRD#: 307618

PONTE VEDRA BEACH, FL

Past

March 8, 2022 - October 9, 2023

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

ST. AUGUSTINE, FL

Past

January 14, 2022 - October 9, 2023

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. AUGUSTINE, FL

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

Florida
(1/16/2026)

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 66

Date: 3/3/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/14/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/11/2021

Securities Industry Essentials Examination

Current Firm

PONTE VEDRA WEALTH

PONTE VEDRA WEALTH | RW WEALTH | RINGEISEN & WORRELL, P.A. | RINGEISEN & WORRELL | PONTE VEDRA WEALTH, P.A.

CRD#: 142080 / SEC#:

Florida

Registered Investment Advisory firm - (8/9/1999 Approved)

Georgia

Registered Investment Advisory firm - (11/1/2023 Approved)

Louisiana

Registered Investment Advisory firm - (2/28/2025 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).

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

818 A1a N., Ste. 100, Ponte Vedra Beach, FL 32082

Mailing Address

Phone number

(904) 280-0771

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	331
AUM (Assets Under Management)	$ 76,143,128

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.

Similar Advisors

Michael Mcalpin

INTELLICAPITAL ADVISORS LLC

PONTE VEDRA, FL

Troy Davis

DAVIS CAPITAL MANAGEMENT

IAR

JACKSONVILLE, FL

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Gregory L. Chapas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PONTE VEDRA WEALTH

FORTRESS WEALTH PLANNING

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/3/2022

Series 7TO

Date: 1/14/2022

SIE

Date: 11/11/2021

Current Firm

PONTE VEDRA WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PONTE VEDRA WEALTH

TRUST BUT VERIFY

Similar Advisors