Gregory Gene Dellinger

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/2005 → 03/2025
  Raymond James & Associates, Inc.
  Boulder, CO
• 03/2025 → Present
  Raymond James Financial Services, Inc.
  Berthoud, CO
• 03/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Berthoud, CO

Previous Registrations

• 2005-10-19 → 2025-03-07
  Raymond James & Associates, Inc.
  Denver, CO
  Loveland, CO
  Atlanta, GA
  Atlanta, GA
  Boulder, CO
  Loveland, CO
  Loveland, CO
  Loveland, CO
• 2003-03-26 → 2005-10-14
  Morgan Stanley Dw Inc.
  Atlanta, GA

Other Businesses

(1)Name of Business: Dellinger Wealth Management Address: 533 Mountain Avenue, Berthoud, CO, 80513, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 03/03/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner of business, service accounts through advisory and brokerage business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-06-22
• S63 Uniform Securities Agent State Law Examination
  1986-06-04

Other Names

• Greg Dellinger