Unclaimed
Gregory Mchugh Brunner is a financial advisor with D.a. Davidson & Co. based in Towson, MD. Gregory is a seasoned financial professional with experience in the industry since 1990. Gregory has a diverse range of specialties including financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars. Previously, Gregory has held roles with M&T Securities, Inc., Ferris, Baker Watts Incorporated, RBC Dain Rauscher Inc. and Alex. Brown & Sons Incorporated. Gregory holds Series 52, 53, and 63 licenses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MD
09/28/2020 - Present
D.a. Davidson & Co. (TOWSON MD)
MD
06/30/2008 - 09/21/2020
M&T SECURITIES, INC. (Baltimore MD)
MD
09/20/2005 - 07/01/2008
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
NY
02/27/2004 - 10/14/2005
RBC DAIN RAUSCHER INC. (NEW YORK NY)
FL
08/25/1997 - 02/27/2004
WILLIAM R. HOUGH & CO. (ST. PETERSBURG FL)
NA
01/08/1990 - 06/24/1997
ALEX. BROWN & SONS INCORPORATED
BC
Issued 04/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/1998
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1990
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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