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Gregory Scott Kalb

Turtle Creek Wealth Advisors, LLC

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About Gregory Scott Kalb

Gregory Scott Kalb is a registered Investment Advisor Representative. Gregory is currently affiliated with Turtle Creek Wealth Advisors, LLC in Dallas, TX. Gregory has been in the financial services industry since 2002 and has experience with various financial firms. Gregory has passed both the Series 63 and Series 65 exams.

Firm Information

Gregory Kalb is currently registered with Turtle Creek Wealth Advisors, LLC. Turtle Creek Wealth Advisors, LLC is a Dallas, TX-based Registered Investment Advisor with approximately $905 million in regulatory assets under management. The firm provides investment management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. The firm also offers estate planning and family governance services, educational seminars, and publication of periodicals.
Turtle Creek Wealth Advisors, LLC

2828 N. HARWOOD STREET

DALLAS, TX 75201

$905.62M

Assets Under Management

Not reported

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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estate planning and family governance

Estate planning and family governance

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 Kalb’s Registration & Firm History

TX

03/01/2023 - Present

Turtle Creek Wealth Advisors, LLC (DALLAS TX)

TX

01/02/2019 - 06/24/2022

KINGSWOOD CAPITAL PARTNERS, LLC (Dallas TX)

TX

08/22/2016 - 12/31/2018

RAYMOND JAMES FINANCIAL SERVICES, INC. (AUSTIN TX)

TX

04/11/2012 - 08/25/2016

J.P. MORGAN SECURITIES LLC (AUSTIN TX)

TX

08/10/2010 - 05/04/2012

MORGAN STANLEY SMITH BARNEY (AUSTIN TX)

NY

01/14/2002 - 10/04/2004

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/20/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/17/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/09/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Scott Kalb.
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