Gregory
Seal

Srs Capital Advisors, Inc

CRD#1290465
Investment Advisor
in Denver, CO

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About this Advisor

Gregory Seal is a financial advisor who works in Denver, Colorado who has 8 years of industry experience. Seal currently works for Srs Capital Advisors, Inc. During their career, the advisor has held roles at Srs Capital Advisors, Inc, Geneos Wealth Management, Inc and Seal Financial Services, Inc. Seal maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Colorado. Srs Capital Advisors, Inc is an advisory business based out of Denver, CO. It has offices in four locations and a total of 22 people on staff. It administers $1 billion in assets between its 3,450 client accounts, placing it among the larger firms in the nation by assets under management. The firm serves 10 charitable organizations. Of its 3,450 customer accounts, just 8% are associated with high-net-worth individuals who have more than $1 million in investable assets. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and other services. Financial advisory fee schedules typically depend on which services the firm provides the client. Fees billed by Srs Capital Advisors, Inc likely are comprised of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

730 17Th Street Suite 107
Denver, CO 80202

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Srs Capital Advisors, Inc Brokerage Details

Total Assets Under Management

$1,159,183,101

CO Average: $2,349,664,866
Total Number of Employees

22

CO Average: 28
Total Number of Accounts

3,450

CO Average: 1,101
Average Account Size

$335,995

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Gregory Seal Work History

Gregory has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Srs Capital Advisors, Inc

2005 - 2015 (10 years)

Geneos Wealth Management, Inc

1985 - 2015 (30 years)

Seal Financial Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Gregory Seal to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Srs Capital Advisors, Inc

Michael Riordan
Denver, CO
Patrick South
Wayne, PA
Jeffrey Apps
Avon, CO
Albert Flores
Denver, CO
Christian Pevarnik
Denver, CO
Philip Cook
Denver, CO
Geraldine Janiczek
Denver, CO
Stephen Hunt
Colorado Springs, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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