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Gregory Hayes Patterson

The Advisory Group Of San Francisco, LLC

San Francisco, CA

CRD 4484846

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Employer firm

The Advisory Group Of San Francisco, LLC CRD 108110

$810M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
The Advisory Group Of San Francisco, Llc

44 Montgomery St. Suite 300, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2002-02-19
  • CA RA
    APPROVED
    Since 2002-02-19

Branch Locations

44 Montgomery St. Suite 300, San Francisco, CA 94104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Advisory Group Of San Francisco, Llc San Francisco CA 06/2000 06/2020
The Advisory Group Of San Francisco, Llc San Francisco CA 06/2000 12/2021
The Advisory Group Of San Francisco, Llc San Francisco CA 06/2020 Present
Previous Registrations
  • 2002-07-25 → 2007-09-13
    Wipfli Financial Advisors, Llc
    Redwood City , CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-09-05
  • S65 Uniform Investment Adviser Law Examination
    2001-09-05
Other Names
  • Gregory Hayes Patterson
  • Gregory H. Patterson

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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