Gregory Charles Box

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

• 01/2009 → 05/2025
  Ubs Financial Services Inc
  Hudson, OH
• 05/2025 → Present
  Raymond James & Associates Inc.
  Hudson, OH

Previous Registrations

• 2009-01-22 → 2025-06-03
  Ubs Financial Services Inc.
  Hudson, OH
• 2003-02-13 → 2009-01-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cleveland, OH
  Hudson, OH
  Cleveland, OH

Other Businesses

(1)Name of Business: Box Brothers Real Estate Holdings, LLC Address: 170 Reist Street, Williamsville, NY, 14221, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 01/01/2005 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Supervise the care of the rental properties and maintain the financial records. (2)Name of Business: Hudson Real Estate Rentals, LLC Address: 7392 Burntwood Lane, Hudson, OH, 44236, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 06/04/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Overlook maintaining rental properties and maintaining financial records.

Exams

• S66 Uniform Combined State Law Examination
  2003-02-10

Other Names

• Gregory Box