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Gregory Harris Stein

Advisory Services Network

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About Gregory Harris Stein

Gregory Stein is a financial advisor with Advisory Services Network. Gregory Stein has been a registered investment advisor since 1997. Gregory Stein is a Certified Financial Planner. Gregory Stein has experience in providing investment advice to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Advisory Services Network provides financial planning and portfolio management services for individuals and businesses.

Firm Information

Gregory Stein is currently registered with Advisory Services Network. Advisory Services Network is a financial advisory firm headquartered in Atlanta, GA. The firm provides a range of financial services including financial planning, portfolio management for individuals, and selection of other advisors. The firm manages approximately $6.8 billion in assets for a diverse clientele including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. The firm employs 86 licensed agents, 206 investment advisor representatives, and 14 registered representatives.
Advisory Services Network

6600 PEACHTREE DUNWOODY RD.

ATLANTA, GA 30328

$6.82B

Assets Under Management

44

Total Clients

213

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.

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 Stein’s Registration & Firm History

GA

09/14/2018 - Present

Advisory Services Network (ATLANTA GA)

MN

07/19/2006 - 07/17/2012

BIRCHTREE FINANCIAL SERVICES LLC (MINNEAPOLIS MN)

MA

10/16/2001 - 03/26/2002

SIGNATOR INVESTORS, INC. (BOSTON MA)

NY

11/21/1997 - 08/11/1998

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BC

Issued 11/21/2001

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/02/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/15/2001

Series 7 - General Securities Representative Examination

BC

Issued 12/08/1997

Series 31 - Futures Managed Funds Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Harris Stein.
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