Unclaimed Profile

Gregory J Brittain

WAKEFIELD WEALTH MANAGEMENT, LLLP·ENGLEWOOD, Colorado

Series 65Clean record11 years registeredWAKEFIELD WEALTH MANAGEMENT, LLLP

7887 E. BELLEVIEW AVE, SUITE 800, ENGLEWOOD, CO 80111CRD# 6438047Firm CRD# 173997

Profile Verification

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

Identity

Gregory J Brittain · ENGLEWOOD, CO

Registration

CRD #6438047 · WAKEFIELD WEALTH MANAGEMENT, LLLP · 11 years registered

Brand Profile

Not yet started

Career History

WAKEFIELD ASSET MANAGEMENT, LLLP

May 2015 – present

WAKEFIELD WEALTH MANAGEMENT, LLLP

May 2015 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 29, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WAKEFIELD WEALTH MANAGEMENT, LLLP

CRD 173997 · SEC 801-80693

AUM

$369M

Regulatory assets under management

Employees

619 client accounts

Services offered by WAKEFIELD WEALTH MANAGEMENT, LLLP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WAKEFIELD WEALTH MANAGEMENT, LLLP →

Introduction

Speak with Gregory

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Gregory is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ENGLEWOOD?

Browse all registered financial advisors in ENGLEWOOD, Colorado or claim this profile if it's yours.

Browse ENGLEWOOD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Gregory J Brittain offer?

Gregory J Brittain specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ENGLEWOOD, Colorado for a consultation.

What are Gregory J Brittain's credentials?

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

Where is Gregory J Brittain located?

Gregory J Brittain is based in ENGLEWOOD, Colorado, working with WAKEFIELD WEALTH MANAGEMENT, LLLP. Their office serves clients in the ENGLEWOOD metropolitan area and surrounding communities.

How does Gregory J Brittain charge for services?

Gregory J Brittain's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WAKEFIELD WEALTH MANAGEMENT, LLLP?

WAKEFIELD WEALTH MANAGEMENT, LLLP has approximately 10 employees and manages $369M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →