Unclaimed Profile

David Thompson Gregory

STRATEGOS CAPITAL MANAGEMENT, LLC·WAYNE, Pennsylvania

Clean recordSTRATEGOS CAPITAL MANAGEMENT, LLC

134 N WAYNE AVE., WAYNE, PA 19087CRD# 5188687Firm CRD# 155665

Profile Verification

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

Identity

David Thompson Gregory · WAYNE, PA

Registration

CRD #5188687 · STRATEGOS CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

STRATEGOS CAPITAL MANAGEMENT, LLC

AUM

$22M

Regulatory assets under management

Employees

Total firm employees

View all advisors at STRATEGOS CAPITAL MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5188687

Firm CRD# 155665

View on FINRA BrokerCheck →

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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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