Investment adviser representative · Allworth Financial, L.p.
Gregory D. Phelps
CRD 2615524 · Las Vegas, NV
At a glance
Gregory D. Phelps is an investment adviser representative with Allworth Financial, L.p. in Las Vegas, NV, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Gregory’s SEC record dates to 2002, about 24 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Allworth Financial, L.p.Since March 2023Las Vegas, NV · $34B in regulatory assets
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- 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
- 3 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.