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Director of Retirement Plan Services and Shareholder · Nadler Financial Group, Inc.

Gregory W. Foss

CRD 7036540 · Named on Form ADV at one SEC-registered adviser

At a glance

Nadler Financial Group, Inc., an SEC-registered wealth manager based in Deerfield, IL with $2.2 billion in regulatory assets, lists Gregory W. Foss on its Form ADV as Director of Retirement Plan Services and Shareholder.

Firms and roles

  • Nadler Financial Group, Inc.Director of Retirement Plan Services and ShareholderWealth manager · Deerfield, IL · $2.2B in regulatory assets

AtlasMembers

Gregory’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
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When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

SEC adviser record

Registered since
2019 (7 years)
Designations
None on file
Exams
Series 66
Registered in
1 state
Also a broker representative
Yes
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
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Previous firms, with start and end dates
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Employment history
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States they’re registered in
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Outside business activities
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When they joined their current firm, and their firm’s 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 (6)

  • Michael A. NadlerOwner / President / Chief Compliance Officer, Nadler Financial Group, Inc.
  • Katie M. KraseDirector of Compliance and Shareholder, Nadler Financial Group, Inc.
  • Rebecca S. RaffManaging Director and Shareholder, Nadler Financial Group, Inc.
  • David K. RosenbergCo-Chief Investment Officer and Shareholder, Nadler Financial Group, Inc.
  • Philip B. SloanShareholder and Senior Wealth Manager, Nadler Financial Group, Inc.

1 more person named with Gregory on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

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