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Gregory Gage Avera

EXPERIENCE YOUR WEALTH
Reno, NV
·CRD# 7620534·4 years experience

Professional Summary

Gregory Gage Avera, who also goes by Gage Avera, Gregory Gage Babbs, is a registered financial advisor currently at EXPERIENCE YOUR WEALTH, LLC located in Reno, Nevada. Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Gregory has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Gage Avera, Gregory Gage Babbs

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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.

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Years of Experience

4 years in the financial services industry

Current & Past Employments

EXPERIENCE YOUR WEALTH, LLC·CRD# 305991
RIA
675 W. Moana Lane #213, Reno, NV 89509
May 1, 2025 - Present
OPEN WINDOW FINANCIAL SOLUTIONS, LTD.·CRD# 131562
RIA
Reno, NV
August 24, 2022 - April 22, 2025

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Current Firm

EXPERIENCE YOUR WEALTH, LLC
EXPERIENCE YOUR WEALTH, LLC

EXPERIENCE YOUR WEALTH, LLC

CRD#: 305991 / SEC#: 801-136693
RIA
Registered Investment Advisory firm - SEC (7/14/2026 Approved)
Arizona
Registered Investment Advisory firm - Arizona (1/3/2024 Terminated)
California
Registered Investment Advisory firm - California (8/14/2026 Terminated)
Massachusetts
Registered Investment Advisory firm - Massachusetts (7/15/2026 Terminated)
Nevada
Registered Investment Advisory firm - Nevada (7/15/2026 Terminated)
New Hampshire
Registered Investment Advisory firm - New Hampshire (8/4/2026 Terminated)
New York
Registered Investment Advisory firm - New York (7/15/2026 Terminated)
Rhode Island
Registered Investment Advisory firm - Rhode Island (7/20/2026 Terminated)
Tennessee
Registered Investment Advisory firm - Tennessee (5/23/2024 Terminated)
Texas
Registered Investment Advisory firm - Texas (7/15/2026 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).

Contact Information

Main Address

Bristol, RI

Mailing Address

555 N Main St. #1162, Providence, RI 02904

Phone Number

(401) 227-7881

# of Employees

3

SEC notice filing (7 States and Territories)

Registered to provide investment advisory services in 7 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EXPERIENCE YOUR WEALTH FORM ADV PART 2 (7/16/2026)

Regulatory Assets Under Management

Total Number of Accounts

415

AUM (Assets Under Management)

$105,302,182

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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.

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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".
EXPERIENCE YOUR WEALTH, LLC
EXPERIENCE YOUR WEALTH, LLC

EXPERIENCE YOUR WEALTH, LLC

CRD#: 305991 / SEC#: 801-136693
RIA
Registered Investment Advisory firm - SEC (7/14/2026 Approved)
Arizona
Registered Investment Advisory firm - Arizona (1/3/2024 Terminated)
California
Registered Investment Advisory firm - California (8/14/2026 Terminated)
Massachusetts
Registered Investment Advisory firm - Massachusetts (7/15/2026 Terminated)
Nevada
Registered Investment Advisory firm - Nevada (7/15/2026 Terminated)
New Hampshire
Registered Investment Advisory firm - New Hampshire (8/4/2026 Terminated)
New York
Registered Investment Advisory firm - New York (7/15/2026 Terminated)
Rhode Island
Registered Investment Advisory firm - Rhode Island (7/20/2026 Terminated)
Tennessee
Registered Investment Advisory firm - Tennessee (5/23/2024 Terminated)
Texas
Registered Investment Advisory firm - Texas (7/15/2026 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.
IAR
California
(5/1/2025)
IAR
Massachusetts
(5/15/2025)
IAR
Nevada
(5/20/2025)
IAR
New Hampshire
(7/29/2025)
IAR
New York
(5/1/2025)
IAR
Rhode Island
(5/1/2025)
IAR
Texas
(5/1/2025)

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.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 2022About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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