AdvisorOS Directory
Claim Profile
GW

Greg Alan Willsey

GFS PRIVATE WEALTH, LLC·CLEARWATER, Florida
Unclaimed Profile
2475 ENTERPRISE ROAD, CLEARWATER, FL 33763-1100CRD# 1789607Firm CRD# 164467
01

About

Greg Alan Willsey is a registered financial advisor based in CLEARWATER, Florida, affiliated with GFS PRIVATE WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GFS PRIVATE WEALTH, LLC
GFS PRIVATE WEALTH
AUM
$356M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at GFS PRIVATE WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1789607
Firm CRD# 164467
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CLEARWATER?

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

Browse CLEARWATER AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Greg Alan Willsey offer?
Greg Alan Willsey specializes in Financial Planning, Investment Management. Contact their office in CLEARWATER, Florida for a consultation.
What are Greg Alan Willsey's credentials?
Greg Alan Willsey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Greg Alan Willsey located?
Greg Alan Willsey is based in CLEARWATER, Florida, working with GFS PRIVATE WEALTH, LLC. Their office serves clients in the CLEARWATER metropolitan area and surrounding communities.
How does Greg Alan Willsey charge for services?
Greg Alan Willsey'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 GFS PRIVATE WEALTH, LLC?
GFS PRIVATE WEALTH, LLC has approximately 8 employees and manages $356M 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 →
Other advisors in CLEARWATER
John William Thiel — INDIVISIBLE PARTNERS, LLCKristine Alane Starkman — CSENGE ADVISORY GROUP, LLCNolan Blake Hughes — CSENGE ADVISORY GROUP, LLCJohn Hunter Orr — FLAHARTY ASSET MANAGEMENT, LLCGregory James Adams — SOVEREIGN PRIVATE WEALTH, INC.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile