Gurvir Singh Grewal

Employer firm

Allworth Financial, L.p. CRD 111167

$33.6B regulatory AUM

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:

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

Current Employers

Employment History

• 11/2015 → 04/2020
  Tiaa
  Denver, CO
• 11/2015 → 04/2020
  Tiaa-Cref Individual & Institutional Services, Llc
  Denver, CO
• 04/2020 → 02/2023
  Facet Wealth
  Baltimore, MD
• 06/2023 → 07/2023
  Mercer Global Advisors Inc.
  Walnut Creek, CA
• 02/2023 → 04/2023
  Pattern Financial
  Portland, OR
• 07/2023 → 06/2024
  Financial Finesse
  El Segundo, CA
• 06/2024 → Present
  Allworth Financial
  Sacramento, CA
• 06/2024 → Present
  Aw Securities
  Sacramento, CA

Previous Registrations

• 2023-06-27 → 2023-07-26
  Mercer Global Advisors Inc.
  Denver, CO
  Walnut Creek, CA
• 2023-02-23 → 2023-04-14
  Pattern
  Livingston, TX
  Portland, OR
• 2020-04-08 → 2023-03-02
  Facet
  West Palm Beach, FL
  Denver, CO
  Chattanooga, TN
• 2015-12-09 → 2020-04-25
  Tiaa-Cref Individual & Institutional Services, Llc
  Denver, CO
  Glendale, CO
• 2013-05-08 → 2014-04-04
  Mml Investors Services, Llc
  Roseville, CA
  Rocklin, CA

Other Businesses

1.) 06/2023 - UNIVERSITY OF CALIFORNIA - TEACHER - TEACHING CFP COURSES - NOT INVESTMENT RELATED - 4 HOURS PER MONTH OUTSIDE OF TRADING HOURS 2.) 10/2020 - FINANCIAL FIVES - AUTHOR - SELF-PUBLISHED PERSONAL FINANCE BOOK - NOT INVESTMENT RELATED - NO REGULAR ACTIVE HOURS 3.) 03/2012 - CALIFORNIA BOX RENTAL - 1909 GREAT DIVIDE CT, ROCKLIN CA 95765 - OWNER/OPERATOR - MOVING BOX RENTALS - NOT INVESTMENT RELATED - 12 HOURS PER MONTH OUTSIDE OF TRADING HOURS 4.) 11/2025 - College for Financial Planning - Moderator/Instructor - Online - tutoring and test prep guidance for the CFP and other related certifications - investment training related - 16 hours per month outside of trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-03-12
• S63 Uniform Securities Agent State Law Examination
  2011-09-07

Designations

• Certified Financial Planner

Other Names

• Gurvir Grewal
• Gary Grewal
• Gurvir Singh Grewal