Unclaimed Profile

Gregory Scott Teal

INVICTA ADVISORS LLC·OAKMONT, Pennsylvania

SIE, Series 7, Series 66CFPClean record21 years registeredINVICTA ADVISORS LLC

527 CEDAR WAY, OAKMONT, PA 15139CRD# 4768591Firm CRD# 298868

Profile Verification

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

Identity

Gregory Scott Teal · OAKMONT, PA

Registration

CRD #4768591 · INVICTA ADVISORS LLC · 21 years registered

Brand Profile

Not yet started

Career History

INVICTA ADVISORS LLC

Oct 2018 – present

TRUSTMONT ADVISORY GROUP, INC.

May 2007 – Nov 2018

UPPER CHICHESTER, PA

ING FINANCIAL PARTNERS, INC

Nov 2004 – May 2007

BOOTHWYN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · November 19, 2004

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INVICTA ADVISORS LLC

CRD 298868 · SEC 801-114114

AUM

$192M

Regulatory assets under management

Employees

1,192 client accounts

Services offered by INVICTA ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INVICTA ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Gregory Scott Teal offer?

Gregory Scott Teal specializes in Financial Planning, Investment Management. Contact their office in OAKMONT, Pennsylvania for a consultation.

What are Gregory Scott Teal's credentials?

Gregory Scott Teal holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Gregory Scott Teal located?

Gregory Scott Teal is based in OAKMONT, Pennsylvania, working with INVICTA ADVISORS LLC. Their office serves clients in the OAKMONT metropolitan area and surrounding communities.

How does Gregory Scott Teal charge for services?

Gregory Scott Teal'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 INVICTA ADVISORS LLC?

INVICTA ADVISORS LLC has approximately 43 employees and manages $192M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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