Unclaimed Profile

Gregory Burton Gilbert

GILBERT GREG RIA, LLC·OAKLAND, California

SIE, Series 3, Series 4, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 66, Series 79TO, Series 99TO27 years registeredGILBERT GREG RIA, LLC

212 9TH STREET, OAKLAND, CA 94607CRD# 3119457Firm CRD# 304981

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gregory Burton Gilbert · OAKLAND, CA

Registration

CRD #3119457 · GILBERT GREG RIA, LLC · 27 years registered

Brand Profile

Not yet started

Career History

INFINITY FINANCIAL SERVICES ADVISORY

Dec 2019 – present

INFINITY FINANCIAL SERVICES

Mar 2008 – Dec 2020

LA MESA, CA

INFINITY FINANCIAL SERVICES

Jun 2006 – Dec 2008

OAKLAND, CA

LPL FINANCIAL CORPORATION

Sep 2004 – May 2008

OAKLAND, CA

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Apr 1999 – Sep 2004

CASTRO VALLEY, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 14

Series 24

Series 52TO

Series 53

Series 66

Series 79TO

Series 99TO

Registration record

First registered · April 7, 1999

Years registered · 27

Disclosure History

2004Customer Dispute·Closed-No Action

2002Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

GILBERT GREG RIA, LLC

CRD 304981 · SEC 801-117719

AUM

$145M

Regulatory assets under management

Employees

901 client accounts

Services offered by GILBERT GREG RIA, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at GILBERT GREG RIA, LLC →

Introduction

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Frequently Asked Questions

What services does Gregory Burton Gilbert offer?

Gregory Burton Gilbert specializes in Financial Planning, Investment Management. Contact their office in OAKLAND, California for a consultation.

What are Gregory Burton Gilbert's credentials?

Gregory Burton Gilbert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory Burton Gilbert located?

Gregory Burton Gilbert is based in OAKLAND, California, working with GILBERT GREG RIA, LLC. Their office serves clients in the OAKLAND metropolitan area and surrounding communities.

How does Gregory Burton Gilbert charge for services?

Gregory Burton Gilbert's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GILBERT GREG RIA, LLC?

GILBERT GREG RIA, LLC has approximately 37 employees and manages $145M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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