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CFO, Managing Member · Preston Wealth Advisors, LLC.

Gregory D. Mattingly

CRD 4907986 · Named on Form ADV at one SEC-registered adviser

At a glance

Preston Wealth Advisors, LLC., an SEC-registered wealth manager based in Reston, VA with $286 million in regulatory assets, lists Gregory D. Mattingly on its Form ADV as CFO, Managing Member, a control person.

Firms and roles

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
1 firmLocked
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.

Colleagues named on the same filings

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.