Unclaimed Profile

Gregory Christopher Gaffney

BANCWEST INVESTMENT SERVICES, INC.·OMAHA, Nebraska

SIE, Series 3, Series 7, Series 9, Series 10, Series 24, Series 31, Series 63, Series 65Clean record29 years registeredBANCWEST INVESTMENT SERVICES, INC.

13220 CALIFORNIA STREET, OMAHA, NE 68154-9750CRD# 1363456Firm CRD# 29357

Profile Verification

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

Identity

Gregory Christopher Gaffney · OMAHA, NE

Registration

CRD #1363456 · BANCWEST INVESTMENT SERVICES, INC. · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BANCWEST INVESTMENT SERVICES, INC.

STRATEGIC ADVISERS LLC

Mar 2025 – Jun 2026

SCOTTSDALE, AZ

FIDELITY PERSONAL AND WORKPLACE ADVISORS

May 2023 – Mar 2025

CAMPBELL, CA

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Feb 2019 – May 2023

CAMPBELL, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jul 2018 – Aug 2018

PENNINGTON, NJ

BANCWEST INVESTMENT SERVICES, INC. (BWIS) AND BWIS D/B/A FHIS

Oct 2013 – Jul 2017

SAN FRANCISCO, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Aug 2011 – Oct 2013

MENLO PARK, CA

SOUTHWEST SECURITIES, INC.

Nov 2010 – Aug 2011

SAN FRANCISCO, CA

CHASE INVESTMENT SERVICES CORP.

Oct 2009 – Oct 2010

MENLO PARK, CA

EDWARD JONES

Apr 2009 – Sep 2009

REDWOOD CITY, CA

BANC OF AMERICA INVESTMENT SERVICES, INC.

Jun 2006 – Feb 2009

PALO ALTO, CA

MORGAN STANLEY

Jul 1997 – Jun 2006

PURCHASE, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 9

Series 10

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

BANCWEST INVESTMENT SERVICES, INC.

CRD 29357 · SEC 801-71300

AUM

$2.0B

Regulatory assets under management

Employees

369

9,062 client accounts

Services offered by BANCWEST INVESTMENT SERVICES, INC.

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BANCWEST INVESTMENT SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Gregory Christopher Gaffney offer?

Gregory Christopher Gaffney specializes in Investment Management, Fee-Only Advisory.

What are Gregory Christopher Gaffney's credentials?

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

Where is Gregory Christopher Gaffney located?

Gregory Christopher Gaffney is based in OMAHA, Nebraska, last registered with BANCWEST INVESTMENT SERVICES, INC..

How does Gregory Christopher Gaffney charge for services?

Gregory Christopher Gaffney'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 BANCWEST INVESTMENT SERVICES, INC.?

BANCWEST INVESTMENT SERVICES, INC. has approximately 369 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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