Gregory G. Avera

EXPERIENCE YOUR WEALTH

Reno, NV 89509

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CRD#: 7620534

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gage Avera | Gregory Gage Babbs

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 Gage Avera'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

May 1, 2025 - Present

EXPERIENCE YOUR WEALTH, LLC

Office #1: 675 W. Moana Lane #213, Reno, NV 89509

RIA

CRD#: 305991

Reno, NV

Past

August 24, 2022 - April 22, 2025

OPEN WINDOW FINANCIAL SOLUTIONS, LTD.

RIA

CRD#: 131562

RENO, NV

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

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

State Security Law Exam

IAR

Series 65

Date: 8/17/2022

Uniform Investment Adviser Law Examination

Current Firm

EXPERIENCE YOUR WEALTH, LLC

CRD#: 305991 / SEC#:

Arizona

Registered Investment Advisory firm - (1/3/2024 Terminated)

California

Registered Investment Advisory firm - (3/17/2023 Approved)

Massachusetts

Registered Investment Advisory firm - (12/10/2019 Approved)

Nevada

Registered Investment Advisory firm - (4/21/2025 Approved)

New Hampshire

Registered Investment Advisory firm - (7/29/2025 Approved)

New York

Registered Investment Advisory firm - (12/13/2023 Approved)

Rhode Island

Registered Investment Advisory firm - (9/30/2019 Approved)

Tennessee

Registered Investment Advisory firm - (5/23/2024 Terminated)

Texas

Registered Investment Advisory firm - (8/4/2020 Conditional Restricted)

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).

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Contact information

Main Address

Bristol, RI

Mailing Address

Phone number

(401) 227-7881

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	316
AUM (Assets Under Management)	$ 55,540,276

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 G. Avera

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

EXPERIENCE YOUR WEALTH, LLC

OPEN WINDOW FINANCIAL SOLUTIONS, LTD.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/17/2022

Current Firm

EXPERIENCE YOUR WEALTH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EXPERIENCE YOUR WEALTH, LLC

TRUST BUT VERIFY

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