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Gregory Allan Rutherford

Thepartners Wealth Management

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About Gregory Allan Rutherford

Gregory Allan Rutherford is a financial professional with over 25 years of experience in the financial services industry. Gregory is a Certified Financial Planner™ professional and currently serves as a Registered Representative at ThePartners Wealth Management in Carmel By The Sea, CA. Prior to this, Gregory worked at various firms including MULTI-FINANCIAL SECURITIES CORPORATION, ROYAL ALLIANCE ASSOCIATES, INC., and VESTAX SECURITIES CORPORATION, holding various positions, including Chief Compliance Officer. Gregory is dedicated to helping individuals and families achieve their financial goals.

Firm Information

Gregory Rutherford is currently registered with Thepartners Wealth Management. Thepartners Wealth Management is a financial advisory firm based in Monterey, California. The firm provides financial planning, portfolio management, and selection of other advisers. They serve individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and other businesses. They manage approximately $172.5 million in assets.
Thepartners Wealth Management

299 WEBSTER STREET

MONTEREY, CA 93940

$172.53M

Assets Under Management

Not reported

Total Clients

9

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tamp program/model manager/sub advisor

Tamp program/model manager/sub advisor

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Gregory Rutherford’s Registration & Firm History

CA

01/01/2025 - Present

Thepartners Wealth Management (CARMEL BY THE SEA CA)

NE

02/16/2006 - 07/05/2011

MULTI-FINANCIAL SECURITIES CORPORATION (OMAHA NE)

AZ

06/13/2001 - 02/09/2006

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

OH

02/17/1998 - 06/06/2001

VESTAX SECURITIES CORPORATION (HUDSON OH)

AZ

08/29/1995 - 01/28/1998

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

OH

09/08/1994 - 07/13/1995

THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)

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Licenses & Designations

BC

Issued 07/20/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/16/1996

Series 7 - General Securities Representative Examination

BC

Issued 07/20/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Allan Rutherford.
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