Gregory
Mottau

Fsc Securities Corporation

CRD#341596
Investment Advisor
in Portland, OR
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About this Advisor

Gregory Mottau is an investment advisor whose office is in Portland, Oregon. Currently a registered investment advisor at Fsc Securities Corporation, they have accrued a notable 36 years of experience in the financial advisory industry. Mottau maintains a Series 63 license, certifying them as a securities representative. Mottau is registered to advise customers based out of California, Oregon and Washington. During their career, Mottau has held roles at Fsc Securities Corporation, Mottau & Co Inc and Advantage Capital Corporation. Fsc Securities Corporation is headquartered in Portland, Oregon, and has 466 additional offices across the United States. As a company, Fsc Securities Corporation manages $8 billion in assets dispersed across 34,655 client accounts and retains more than 1,740 people. The firm's total assets under management makes it one of the largest investment advisory firms in the United States. The firm manages 17,971 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 14% of the investment firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Fsc Securities Corporation offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

36 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

3819 Ne Columbia Boulevard.
Portland, OR 97211

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Fsc Securities Corporation Brokerage Details

Total Assets Under Management

$8,223,701,222

OR Average: $3,570,121,308
Total Number of Employees

1,602

OR Average: 58
Total Number of Accounts

38,866

OR Average: 1,608
Average Account Size

$211,591

OR Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Gregory Mottau Work History

Gregory has 36 years of experience.

2009 - Present (10 years)

Fsc Securities Corporation

1982 - Present (37 years)

Mottau & Co Inc

1985 - 2009 (24 years)

Advantage Capital Corporation

Disclosures

Gregory Mottau has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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