Unclaimed Profile

Gregory Joseph Barber

EXECUTIVE WEALTH MANAGEMENT, LLC·BRIGHTON, Michigan

SIE, Series 7, Series 24, Series 63, Series 65Clean record17 years registeredEXECUTIVE WEALTH MANAGEMENT, LLC

135 WEST NORTH STREET, BRIGHTON, MI 48116CRD# 3121606Firm CRD# 140736

Profile Verification

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

Identity

Gregory Joseph Barber · BRIGHTON, MI

Registration

CRD #3121606 · EXECUTIVE WEALTH MANAGEMENT, LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EXECUTIVE WEALTH MANAGEMENT, LLC

EXECUTIVE WEALTH MANAGEMENT, LLC

Oct 2010 – Dec 2024

Northville, MI

INVEST FINANCIAL CORPORATION

Feb 2009 – Jun 2017

NORTHVILLE, MI

ROYAL ALLIANCE ASSOCIATES, INC.

Oct 2008 – Feb 2009

PLYMOUTH, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 31, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

EXECUTIVE WEALTH MANAGEMENT, LLC

CRD 140736 · SEC 801-66881

AUM

$1.4B

Regulatory assets under management

Employees

7,577 client accounts

Services offered by EXECUTIVE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at EXECUTIVE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Gregory Joseph Barber offer?

Gregory Joseph Barber specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Gregory Joseph Barber's credentials?

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

Where is Gregory Joseph Barber located?

Gregory Joseph Barber is based in BRIGHTON, Michigan, last registered with EXECUTIVE WEALTH MANAGEMENT, LLC.

How does Gregory Joseph Barber charge for services?

Gregory Joseph Barber'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 EXECUTIVE WEALTH MANAGEMENT, LLC?

EXECUTIVE WEALTH MANAGEMENT, LLC has approximately 60 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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