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Gregory Stewart Rogers

CANNON BEACH CONSULTANTS INC·SAN RAMON, California
Series 7, Series 63, Series 66Clean record16 years registeredCANNON BEACH CONSULTANTS INC
2603 CAMINO RAMON, SAN RAMON, CA 94583CRD# 4307070Firm CRD# 140959

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Stewart Rogers · SAN RAMON, CA
Registration
CRD #4307070 · CANNON BEACH CONSULTANTS INC · 16 years registered
Brand Profile
Not yet started
01

Career History

CANNON BEACH FINANCIAL ADVISORS
Nov 2009 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 66
Registration record
First registered · November 25, 2009
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CANNON BEACH CONSULTANTS INC
CRD 140959 · SEC 801-66973
AUM
$259M
Regulatory assets under management
Employees
2
676 client accounts
Services offered by CANNON BEACH CONSULTANTS INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CANNON BEACH CONSULTANTS INC →
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05

Frequently Asked Questions

What services does Gregory Stewart Rogers offer?
Gregory Stewart Rogers specializes in Financial Planning, Investment Management. Contact their office in SAN RAMON, California for a consultation.
What are Gregory Stewart Rogers's credentials?
Gregory Stewart Rogers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Stewart Rogers located?
Gregory Stewart Rogers is based in SAN RAMON, California, working with CANNON BEACH CONSULTANTS INC. Their office serves clients in the SAN RAMON metropolitan area and surrounding communities.
How does Gregory Stewart Rogers charge for services?
Gregory Stewart Rogers's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CANNON BEACH CONSULTANTS INC?
CANNON BEACH CONSULTANTS INC has approximately 2 employees and manages $259M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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