Investment adviser representative · Albion Financial Group
Danielle L. Gregory
CRD 6558217 · Salt Lake City, UT
At a glance
Danielle L. Gregory is an investment adviser representative with Albion Financial Group in Salt Lake City, UT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Danielle’s SEC record dates to 2015, about 10 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Albion Financial GroupSince December 2015Salt Lake City, UT · $2.0B in regulatory assets
SEC adviser record
- Registered since
- 2015 (10 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Danielle’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
- Locked
- 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.
More at Albion Financial Group
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- Sarah R. BirdSalt Lake City · Certified Financial Planner
- Jose BitonSalt Lake City
- Michelle C. BuxtonSalt Lake City · Certified Financial Planner
- Bradley K. CurtisSalt Lake City · Certified Financial Planner
- Heath D. HeavySalt Lake City · Certified Financial Planner
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