Unclaimed Profile

Gregory Hugh Friedman

ACG ADVISORY SERVICES INC·MIDLOTHIAN, Virginia

Series 7, Series 24, Series 63Clean record35 years registeredACG ADVISORY SERVICES INC

1640 HUGUENOT ROAD, MIDLOTHIAN, VA 23113CRD# 1929640Firm CRD# 106259

Profile Verification

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

Identity

Gregory Hugh Friedman · MIDLOTHIAN, VA

Registration

CRD #1929640 · ACG ADVISORY SERVICES INC · 35 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ACG ADVISORY SERVICES INC

WEALTHSPIRE ADVISORS

Sep 2024 – Dec 2025

San Rafael, CA

WEALTHSPIRE ADVISORS

Oct 2012 – Sep 2024

SAN RAFAEL, CA

FRIEDMAN & ASSOCIATES

Jun 1991 – Dec 2008

NOVATO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Registration record

First registered · June 6, 1991

Years registered · 35

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ACG ADVISORY SERVICES, LLC

CRD 106259 · SEC 801-39127

AUM

$518M

Regulatory assets under management

Employees

369 client accounts

Services offered by ACG ADVISORY SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ACG ADVISORY SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Gregory Hugh Friedman offer?

Gregory Hugh Friedman specializes in Financial Planning, Investment Management, Wealth Management.

What are Gregory Hugh Friedman's credentials?

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

Where is Gregory Hugh Friedman located?

Gregory Hugh Friedman is based in MIDLOTHIAN, Virginia, last registered with ACG ADVISORY SERVICES INC.

How does Gregory Hugh Friedman charge for services?

Gregory Hugh Friedman'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 ACG ADVISORY SERVICES INC?

ACG ADVISORY SERVICES INC has approximately 5 employees and manages $518M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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