Gregory W Spurr

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 01/2015 → 02/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 03/2015 → 02/2024
  Bank Of America, N.A.
  Boston, MA
• 03/2024 → 10/2025
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 03/2024 → 10/2025
  Empower Financial Services, Inc
  Greenwood Village, CO
• 10/2025 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2024-03-13 → 2025-10-09
  Empower Advisory Group, Llc
  Peabody, MA
  Greenwood Village, CO
• 2015-04-27 → 2024-02-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
  Boston, MA
  Boston, MA
  Boston, MA
  Boston, MA
  Beverly, MA

Exams

• S66 Uniform Combined State Law Examination
  2015-04-24

Other Names

• Gregory W Spurr
• Gregory W Spurr
• Gregory W Spurr
• Gregory W Spurr