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Andrew Michael Gregor

Everspire

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About Andrew Michael Gregor

Andrew Gregor is an investment advisor representative at Everspire, a registered investment advisor based in Midvale, Utah. Andrew Gregor has been in the financial services industry since February 2018 and has passed the Series 66, Series 7 and SIE exams. Andrew Gregor has been registered with the state of Idaho since February 2024 and is also registered with the states of Utah, Washington and California. Prior to joining Everspire, Andrew Gregor was employed by Morgan Stanley. Andrew Gregor's specializations include Financial Planning, Portfolio Management for Businesses, Portfolio Management for Individuals and Selection of Other Advisors.

Firm Information

Andrew Gregor is currently registered with Everspire. Everspire is a Registered Investment Advisor (RIA) based in Midvale, UT, with a team of 15 Investment Advisor Representatives. They manage approximately $156.2 million in assets for individuals, corporations, and high-net-worth clients. They provide financial planning, portfolio management, and educational seminars. Everspire participates in wrap fee programs.
Everspire

6900 SOUTH 900 EAST

MIDVALE, UT 84047

$156.25M

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Wrap fee

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Andrew Gregor’s Registration & Firm History

UT

02/14/2024 - Present

Everspire (MIDVALE UT)

UT

01/29/2018 - 02/02/2024

MORGAN STANLEY (Holladay UT)

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Licenses & Designations

BOTH

Issued 02/24/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/29/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Michael Gregor.
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