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Gregory Hugh Friedman

Wealthspire Advisors

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About Gregory Hugh Friedman

Gregory Friedman is a financial advisor with Wealthspire Advisors. Gregory has been in the industry since 1989 and has held various roles at different firms. Gregory is currently registered as an investment advisor representative in California. Gregory has a strong background in providing financial advice to individuals, high-net-worth individuals, corporations, and charitable organizations. Gregory focuses on financial planning, pension consulting, and portfolio management.

Firm Information

Gregory Friedman is currently registered with Wealthspire Advisors. Wealthspire Advisors is an investment advisor based in NEW YORK, NY. They have 155 investment adviser representatives and manage $21,691,716,165 in regulatory assets under management. They offer financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. They serve high-net-worth individuals, corporations or other businesses, charitable organizations, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities.
Wealthspire Advisors

521 FIFTH AVENUE

NEW YORK, NY 10175

$21.69B

Assets Under Management

300

Total Clients

173

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 Friedman’s Registration & Firm History

CA

01/01/2025 - Present

Wealthspire Advisors (San Rafael CA)

CA

06/19/1998 - 09/15/2003

FINANCIAL TELESIS INC (SAN RAFAEL CA)

CA

10/02/1996 - 06/29/1998

OAK TREE SECURITIES, INC. (LIVERMORE CA)

NE

12/14/1992 - 10/11/1996

SECURITIES AMERICA, INC. (LAVISTA NE)

GA

01/22/1991 - 12/04/1992

FSC SECURITIES CORPORATION (ATLANTA GA)

PA

05/23/1989 - 01/28/1991

CIGNA SECURITIES, INC. (RADNOR PA)

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Licenses & Designations

BC

Issued 09/20/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/02/1993

Series 24 - General Securities Principal Examination

BC

Issued 05/20/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Hugh Friedman.
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