Unclaimed Profile

Gregory Fink

ACG WEALTH INC.·ATLANTA, Georgia

SIE, Series 6, Series 7, Series 63, Series 65Clean record8 years registeredACG WEALTH INC.

3333 PIEDMONT RD., ATLANTA, GA 30305CRD# 2195634Firm CRD# 150419

Profile Verification

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

Identity

Gregory Fink · ATLANTA, GA

Registration

CRD #2195634 · ACG WEALTH INC. · 8 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Sep 2024 – present

GRATUS CAPITAL, LLC

May 2020 – Dec 2024

ATLANTA, GA

ACG WEALTH INC.

Mar 2018 – Jan 2019

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · March 29, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

ACG WEALTH INC.

CRD 150419 · SEC 801-70298

AUM

$1.2B

Regulatory assets under management

Employees

1,815 client accounts

Services offered by ACG WEALTH INC.

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 ACG WEALTH INC. →

Introduction

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Frequently Asked Questions

What services does Gregory Fink offer?

Gregory Fink specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Gregory Fink's credentials?

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

Where is Gregory Fink located?

Gregory Fink is based in ATLANTA, Georgia, working with ACG WEALTH INC.. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Gregory Fink charge for services?

Gregory Fink'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 ACG WEALTH INC.?

ACG WEALTH INC. has approximately 13 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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