Investment adviser representative · Bricker Financial
Gregory T. Bricker
CRD 6436423 · Marblehead, OH
At a glance
Gregory T. Bricker is an investment adviser representative with Bricker Financial in Marblehead, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Gregory’s SEC record dates to 2015, about 11 years ago. Designations on file: Certified Financial Planner, Personal Financial Specialist.
Current advisory firm
- Bricker FinancialSince May 2018Marblehead, OH · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- Certified Financial Planner, Personal Financial Specialist
- Exams
- –
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Gregory’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.