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Gregory Leo Robillard

BANNERSTONE CAPITAL MANAGEMENT, LLC·DEEPHAVEN, Minnesota
Series 7, Series 8, Series 63, Series 65Clean record23 years registeredBANNERSTONE CAPITAL MANAGEMENT, LLC
18258 MINNETONKA BLVD, DEEPHAVEN, MN 55391CRD# 1219247Firm CRD# 147447

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Leo Robillard · DEEPHAVEN, MN
Registration
CRD #1219247 · BANNERSTONE CAPITAL MANAGEMENT, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

BANNERSTONE CAPITAL
May 2017 – present
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Sep 2002 – May 2008
WAYZATA, MN
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 8
Series 63
Series 65
Registration record
First registered · September 30, 2002
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BANNERSTONE CAPITAL MANAGEMENT, LLC
CRD 147447 · SEC 801-69280
AUM
$82M
Regulatory assets under management
Employees
3
441 client accounts
Services offered by BANNERSTONE CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Market timing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at BANNERSTONE CAPITAL MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Gregory Leo Robillard offer?
Gregory Leo Robillard specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in DEEPHAVEN, Minnesota for a consultation.
What are Gregory Leo Robillard's credentials?
Gregory Leo Robillard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Leo Robillard located?
Gregory Leo Robillard is based in DEEPHAVEN, Minnesota, working with BANNERSTONE CAPITAL MANAGEMENT, LLC. Their office serves clients in the DEEPHAVEN metropolitan area and surrounding communities.
How does Gregory Leo Robillard charge for services?
Gregory Leo Robillard's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BANNERSTONE CAPITAL MANAGEMENT, LLC?
BANNERSTONE CAPITAL MANAGEMENT, LLC has approximately 3 employees and manages $82M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Scott Dennis Larson
DEEPHAVEN, MN

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