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Gregg S Konopaske

Corient

Tequesta, FL

CRD 2424683

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Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-05-23
TX RA APPROVED 2024-05-20
VA RA APPROVED 2024-05-20
  • FL RA
    APPROVED
    Since 2024-05-23
  • TX RA
    APPROVED
    Since 2024-05-20
  • VA RA
    APPROVED
    Since 2024-05-20

Branch Locations

Tequesta, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Spire Securities, Llc Vienna VA 10/2015 12/2017
Kfa Private Wealth Group, Llc Vienna VA 10/2015 05/2024
Arete Wealth Management Llc Chicago IL 01/2018 10/2023
Corient Mclean VA 05/2024 Present
Corient Services Llc Miami FL 05/2024 Present
  • 10/2015 → 12/2017
    Spire Securities, Llc
    Vienna, VA
  • 10/2015 → 05/2024
    Kfa Private Wealth Group, Llc
    Vienna, VA
  • 01/2018 → 10/2023
    Arete Wealth Management Llc
    Chicago, IL
  • 05/2024 → Present
    Corient
    Mclean, VA
  • 05/2024 → Present
    Corient Services Llc
    Miami, FL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-01-26
S65 Uniform Investment Adviser Law Examination 1994-01-26
  • S63 Uniform Securities Agent State Law Examination
    1994-01-26
  • S65 Uniform Investment Adviser Law Examination
    1994-01-26
Designations
  • Certified Financial Planner
Other Names
  • Gregg Scott Konopaske

View on SEC IAPD

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