Gregory P Smyre

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 07/1998 → 01/2018
  Guardian Life Insurance Co. Of America
  Tallahassee, FL
• 05/1999 → 01/2018
  Park Avenue Securities Llc
  Tallahassee, FL
• 01/2018 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2018 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2003-01-13 → 2018-02-02
  Park Avenue Securities Llc
  Tallahassee, FL
  Tallahassee, FL
  Tallahassee, FL
  Tallahassee, FL

Other Businesses

1)Personal real estate (office condo), Gregory P Smyre, 1882 Capital Circle NE, Ste 204, Tallahassee, FL, 32308, Owner since 4/14/15, non-investment related, 5/month, 0/trading. 2)Capital Health Plan, 1545 Raymond Diehl, Tallahassee, FL, 1/1/04, AS INDEPENDENT INSURANCE AGENT THROUGH VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 2/month - 0/TRADING. 3.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 4. SMYRE FINANCIAL, 1882 CAPITAL CIRCKLE NE, STE 204, TALLAHASSEE, FL, DBA, 02/01/18, INV REL, 1/WK- 1/TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-04-27
• S63 Uniform Securities Agent State Law Examination
  1998-10-01

Other Names

• Greg Smyre
• Gregory Patrick Smyre