Gregory Michael Helck

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2009 → Present
  Raymond James & Associates
  St Petersburg, FL

Other Businesses

(1)Name of Business: Posterity Capital Holdings LLC Address: 240 26th Ave N, Saint Petersburg, FL, 33704, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 09/22/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: this LLC was formed for Estate Planning Purposes. The LLC will hold Marketable securities on loan from a family trust -The Abigail Family Trust -in order to pledge as collateral for bank loans. (2)Name of Business: Posterity Real Estate Holdings Address: 1700 66th St. North, St. Pete , FL, 33710, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor, Officer - CEO, Officer - President Investment Related: Yes Start Date: 10/31/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Oversee Tyrone tower - medical and commercial office building. Managed by an independent third party. (3)Name of Business: Posterity Real Estate Holdings LLC Address: 240 26th Ave N, Saint Petersburg, FL, 33704, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 07/31/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Oversee and manage personal investment properties. (4)Name of Business: Southern Lights properties LLC Address: 240 26th Ave N., Saint Petersburg, FL, 33704, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 12/31/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage Real Estate Prosperities

Exams

• S66 Uniform Combined State Law Examination
  2010-04-26

Other Names

• Gregory Micheal Helck