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Greg John Adams

Blackrock Fund Advisors

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About Greg John Adams

Greg Adams is an investment advisor representative registered with Blackrock Fund Advisors. Greg has been working in the financial industry since 2001, and has held various roles at several firms including Jefferies LLC, Wedbush Securities Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, A. G. Edwards & Sons, Inc., Ryan, Beck & Co., LLC., Gruntal & Co., L.L.C., and CIBC World Markets Corp. Greg holds Series 63, 65, 7, and SIE licenses and has been actively registered in 53 states. Greg specializes in portfolio management for businesses, investment companies, and pooled investment vehicles.

Firm Information

Greg Adams is currently registered with Blackrock Fund Advisors. Blackrock Fund Advisors is an investment advisor based in San Francisco, California. They manage over $3 trillion in assets for a variety of clients, including investment companies, pooled investment vehicles, and state or municipal government entities. The firm offers portfolio management services for businesses, investment companies, and pooled investment vehicles.
Blackrock Fund Advisors

400 HOWARD STREET

SAN FRANCISCO, CA 94105

$3.05T

Assets Under Management

1

Total Clients

14

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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portfolio management for businesses

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

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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Greg Adams’s Registration & Firm History

CA

08/06/2021 - Present

Blackrock Fund Advisors (SAN FRANCISCO CA)

CA

06/04/2010 - 05/03/2013

JEFFERIES LLC (SAN FRANCISCO CA)

CA

04/30/2009 - 06/09/2010

WEDBUSH SECURITIES INC. (SAN FRANCISCO CA)

CA

06/05/2003 - 04/13/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)

MO

06/21/2002 - 05/12/2003

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

NJ

04/25/2002 - 07/18/2002

RYAN, BECK & CO., LLC. (FLORHAM PARK NJ)

NY

11/29/2000 - 04/29/2002

GRUNTAL & CO., L.L.C. (NEW YORK NY)

NY

08/01/2000 - 10/17/2000

CIBC WORLD MARKETS CORP. (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/14/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/27/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/31/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Greg John Adams.
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