Gregory
Stokes
Stokes Family Office LLC
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About this Advisor
Gregory Stokes is a financial advisor who works out of New Orleans, Louisiana, with a total of 4 years of industry experience. Stokes currently works for Stokes Family Office LLC. During their career, the advisor has held roles at Cetera Advisor Networks LLC, Stokes & Hubbell Capital Management Inc, Purshe Kaplan Sterling Investments, Stokes And Hubbell Capital Management LLC, Stokes Family Office LLC, Stokes Asset Management, LLC, Stokes Opportunity Fund I Gp, LLC, Dave Greg Doug, L.L.C and Gregory J Stokes, L.L.C. Stokes has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Louisiana and Texas. Stokes Family Office LLC is a financial advisory firm operating out of New Orleans, LA. The company has a total of eight people on staff. It handles $2 billion in assets among its 1,820 accounts, making it one of the largest firms in the country by assets under management. Of its 1,820 accounts, 36% are associated with high-net-worth investors who have greater than $1 million in assets. Stokes Family Office LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fee schedules largely are based on the type of financial services. However, fees billed by Stokes Family Office LLC can consist of some blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stokes Family Office LLC Brokerage Details
$1,556,312,226
8
1,820
$855,117
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Gregory Stokes Work History
Gregory has been registered as a financial advisor for 4 years.*
Stokes Asset Management, LLC
Stokes Opportunity Fund I Gp, LLC
Dave Greg Doug, L.L.C
Gregory J Stokes, L.L.C
Stokes Family Office LLC
Purshe Kaplan Sterling Investments
Stokes And Hubbell Capital Management LLC
Cetera Advisor Networks LLC
Stokes & Hubbell Capital Management 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 Stokes 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 Stokes Family Office LLC
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
New Orleans, LA
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