Gregory J. Legorreta

LOAM ADVISORY

LOS ANGELES, CA

CRD#: 8066858

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Professional summary

Gregory Joseph Legorreta, who also goes by Greg Legorreta, Gregory Legorreta, is a registered financial advisor currently at LOAM ADVISORY located in Los Angeles, California.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Gregory has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Greg Legorreta | Gregory Legorreta

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 Joseph Legorreta'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 19, 2025 - Present

LOAM ADVISORY

RIA

CRD#: 335731

LOS ANGELES, CA

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
(5/19/2025)

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: 2/26/2025

Uniform Investment Adviser Law Examination

Current Firm

LOAM ADVISORY

LOAM ADVISORY | LOAM ADVISORY LLC

CRD#: 335731 / SEC#:

California

Registered Investment Advisory firm - (5/19/2025 Approved)

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Contact information

Main Address

Los Angeles, CA

Mailing Address

Phone number

(818) 667-0456

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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 J. Legorreta

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

LOAM ADVISORY

State Registrations and Notice Filings

Exams

Series 65

Date: 2/26/2025

Current Firm

LOAM ADVISORY

Contact information

Documents

Red Flags

Company Information

LOAM ADVISORY

TRUST BUT VERIFY

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