Adviser and broker representative · Holistic Wealth Advisors
Candace M. Gregory
CRD 7347716 · Clifton Park, NY
At a glance
Candace M. Gregory is an investment adviser representative with Holistic Wealth Advisors in Clifton Park, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Candace’s SEC record dates to 2021, about 5 years ago. Candace is also registered as a broker representative.
Current advisory firm
- Holistic Wealth AdvisorsSince September 2026Clifton Park, NY · $279M in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Candace’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.