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Chief Executive Officer & President · Financial Celebrations

Greg Skinner

CRD 2065768 · Named on Form ADV at one SEC-registered adviser

At a glance

Financial Celebrations, an SEC-registered asset manager based in Vacaville, CA with $0 in regulatory assets, lists Greg Skinner on its Form ADV as Chief Executive Officer & President, a control person.

Firms and roles

  • Financial CelebrationsChief Executive Officer & PresidentAsset manager · Vacaville, CA · $0M in regulatory assets

AtlasMembers

Greg’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Kory LabargaChief Compliance Officer, Financial Celebrations

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Greg’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.