Gregory D Thomas

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• 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

• 07/2020 → 03/2023
  Burleson & Company, Llc
  Petaluma, CA
• 01/2020 → 05/2020
  City Of Berkeley Mayors Office
  Berkeley, CA
• 06/2018 → 05/2020
  University Of California, Berkeley
  Berkeley, CA
• 11/2017 → 05/2018
  Pes Environmental
  Novato, CA
• 02/2017 → 05/2018
  City College Of San Francisco
  San Francisco, CA
• 06/2015 → 01/2017
  Arizona State University
  Tempe, AZ
• 02/2023 → 03/2023
  Perigon Wealth Management, Llc
  Petaluma, CA
• 03/2023 → Present
  Morgan Stanley
  San Francisco, CA

Previous Registrations

• 2021-06-21 → 2023-05-31
  Burleson & Company, Llc
  Petaluma, CA
• 2023-02-17 → 2023-03-15
  Perigon Wealth Management, Llc
  San Francisco, CA
  Petaluma, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-07-14
• S65 Uniform Investment Adviser Law Examination
  2021-05-25

Other Names

• Greg Thomas
• Gregory Dean Thomas