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David Thompson Gregory

STRATEGOS CAPITAL MANAGEMENT, LLC·WAYNE, Pennsylvania
Unclaimed Profile
134 N WAYNE AVE., WAYNE, PA 19087CRD# 5188687Firm CRD# 155665
01

About

David Thompson Gregory is a registered financial advisor based in WAYNE, Pennsylvania, affiliated with STRATEGOS CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
STRATEGOS CAPITAL MANAGEMENT, LLC
STRATEGOS CAPITAL MANAGEMENT, LLC
AUM
$22M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at STRATEGOS CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5188687
Firm CRD# 155665
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Thompson Gregory offer?
David Thompson Gregory specializes in Retirement Planning. Contact their office in WAYNE, Pennsylvania for a consultation.
What are David Thompson Gregory's credentials?
David Thompson Gregory is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Thompson Gregory located?
David Thompson Gregory is based in WAYNE, Pennsylvania, working with STRATEGOS CAPITAL MANAGEMENT, LLC. Their office serves clients in the WAYNE metropolitan area and surrounding communities.
How does David Thompson Gregory charge for services?
David Thompson Gregory's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGOS CAPITAL MANAGEMENT, LLC?
STRATEGOS CAPITAL MANAGEMENT, LLC has approximately 5 employees and manages $22M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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