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Gregory Joseph Carrick

AON RETIREMENT PLAN ADVISORS, LLC·ATLANTA, Georgia
SIE, Series 7, Series 26, Series 63Clean recordAON RETIREMENT PLAN ADVISORS, LLC
3550 LENOX ROAD NE, ATLANTA, GA 30326CRD# 1742083Firm CRD# 136462

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Joseph Carrick · ATLANTA, GA
Registration
CRD #1742083 · AON RETIREMENT PLAN ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 26
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
AON RETIREMENT PLAN ADVISORS, LLC
CRD 136462 · SEC 801-64559
AUM
$3M
Regulatory assets under management
Employees
8
16 client accounts
Services offered by AON RETIREMENT PLAN ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at AON RETIREMENT PLAN ADVISORS, LLC →
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04

Frequently Asked Questions

What services does Gregory Joseph Carrick offer?
Gregory Joseph Carrick specializes in Financial Planning, Investment Management. Contact their office in ATLANTA, Georgia for a consultation.
What are Gregory Joseph Carrick's credentials?
Gregory Joseph Carrick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Joseph Carrick located?
Gregory Joseph Carrick is based in ATLANTA, Georgia, working with AON RETIREMENT PLAN ADVISORS, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does Gregory Joseph Carrick charge for services?
Gregory Joseph Carrick's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of assets on which we consult. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AON RETIREMENT PLAN ADVISORS, LLC?
AON RETIREMENT PLAN ADVISORS, LLC has approximately 8 employees and manages $3M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AON RETIREMENT PLAN ADVISORS, LLC

Leslie Walden Uddin
ATLANTA, GA
Thomas Lyle Williams
ATLANTA, GA
CFA
Mark Elwood Thomas
ATLANTA, GA

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