Chief Compliance Officer / Managing Partner · Bestgate Wealth Advisors, LLC
Gregory S Will
CRD 7065990 · Named on Form ADV at one SEC-registered adviser
At a glance
Bestgate Wealth Advisors, LLC, an SEC-registered wealth manager based in Frederick, MD with $162 million in regulatory assets, lists Gregory S Will on its Form ADV as Chief Compliance Officer / Managing Partner, a control person.
Firms and roles
- Bestgate Wealth Advisors, LLCChief Compliance Officer / Managing PartnerWealth manager · Frederick, MD · $162M 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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Timothy M. StolzMember, Bestgate Wealth Advisors, 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.