Unclaimed Profile

Gregory Scott Kalb

TURTLE CREEK WEALTH ADVISORS, LLC·DALLAS, Texas

SIE, Series 7, Series 63, Series 65Clean record21 years registeredTURTLE CREEK WEALTH ADVISORS, LLC

2828 N. HARWOOD STREET, DALLAS, TX 75201CRD# 4485983Firm CRD# 322998

Profile Verification

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

Identity

Gregory Scott Kalb · DALLAS, TX

Registration

CRD #4485983 · TURTLE CREEK WEALTH ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

TURTLE CREEK WEALTH ADVISORS, LLC

Mar 2023 – present

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

Jan 2019 – Jun 2022

AUSTIN, TX

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Nov 2016 – Dec 2018

AUSTIN, TX

MORGAN STANLEY SMITH BARNEY LLC

Jun 2010 – May 2012

AUSTIN, TX

EKLEKTIKOS CAPITAL MANAGEMENT, LP

Aug 2005 – Mar 2011

AUSTIN, TX

WATERSTREET INVESTMENT CONSULTANTS, LLC

Oct 2004 – Mar 2011

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · October 6, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TURTLE CREEK WEALTH ADVISORS, LLC

CRD 322998 · SEC 801-127123

AUM

$906M

Regulatory assets under management

Employees

496 client accounts

Services offered by TURTLE CREEK WEALTH ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

Nonprofits & Foundations

View all advisors at TURTLE CREEK WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Gregory Scott Kalb offer?

Gregory Scott Kalb specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in DALLAS, Texas for a consultation.

What are Gregory Scott Kalb's credentials?

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

Where is Gregory Scott Kalb located?

Gregory Scott Kalb is based in DALLAS, Texas, working with TURTLE CREEK WEALTH ADVISORS, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Gregory Scott Kalb charge for services?

Gregory Scott Kalb'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 TURTLE CREEK WEALTH ADVISORS, LLC?

TURTLE CREEK WEALTH ADVISORS, LLC has approximately 19 employees and manages $906M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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