Greg Albert Casamayor

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 10/2009 → 11/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 05/2010 → 11/2020
  Bank Of America, Na
  Houston, TX
• 11/2020 → 07/2024
  Westwood Wealth Management
  Houston, TX
• 05/2021 → 07/2024
  Foreside Fund Services, Llc
  Houston, TX
• 10/2024 → Present
  Lpl Financial
  Houston, TX
• 07/2024 → Present
  Cadence Bank
  Houston, TX

Previous Registrations

• 2021-06-15 → 2024-08-12
  Westwood Wealth Management
  Houston, TX
  Dallas, TX
• 2009-10-23 → 2020-11-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
  Houston, TX
  Houston, TX
  Houston, TX
  Pearland, TX
  Houston, TX
• 2007-08-31 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Houston, TX
  Houston, TX
• 2003-01-08 → 2007-09-19
  Ubs Financial Services Inc.
  Houston, TX
  Houston, TX

Other Businesses

1) 10/2024 - Cadence Investment Services / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)

Exams

• S66 Uniform Combined State Law Examination
  2002-08-02