Gregory
Schepens

Comerica Securities

CRD#4067442
Investment Advisor
in Austin, TX
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About this Advisor

Gregory Schepens is a certified financial planner whose office is in Austin, Texas. Currently a registered investment advisor at Comerica Securities, Schepens has 17 years of professional experience. Schepens maintains a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Schepens can operate based out of New Mexico and Texas. Throughout their career, they have worked at Wells Fargo Investments, LLC, Cuso Financial Services, Lp, University Fedeal Credit Union, Comerica Securities, Inc and Righttrack Financial Planning. Comerica Securities is headquartered in Austin, Texas, and operates out of 32 offices in the United States. As a registered advisory firm, Comerica Securities oversees $1 billion in assets throughout 2,894 accounts and employs more than 295 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the United States. The firm manages 2,532 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 25% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Comerica Securities can provide portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

17 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

3801 Bee Caves Road
Austin, TX 78746

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Comerica Securities Brokerage Details

Total Assets Under Management

$1,555,291,400

TX Average: $943,424,332
Total Number of Employees

278

TX Average: 21
Total Number of Accounts

3,269

TX Average: 1,586
Average Account Size

$475,770

TX Average: $594,845

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Gregory Schepens Work History

Gregory has 17 years of experience.

2012 - Present (7 years)

Comerica Securities, Inc

2010 - 2012 (2 years)

Righttrack Financial Planning

2009 - 2010 (1 years)

Cuso Financial Services, Lp

2009 - 2010 (1 years)

University Fedeal Credit Union

2001 - 2009 (8 years)

Wells Fargo Investments, LLC

Disclosures

Gregory Schepens has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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