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Member, Chief Executive Officer · The Advisory Group of SAN Francisco, LLC

Gregory H. Patterson

CRD 4484846 · Named on Form ADV at one SEC-registered adviser

At a glance

The Advisory Group of SAN Francisco, LLC, an SEC-registered wealth manager based in SAN Francisco, CA with $810 million in regulatory assets, lists Gregory H. Patterson on its Form ADV as Member, Chief Executive Officer, 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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Roger B. PattersonFounder/member, The Advisory Group of SAN Francisco, LLC
  • Lisette C. SmithChief Operating Officer, Chief Compliance Officer, SR Advisor, The Advisory Group of SAN Francisco, LLC

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.