GS
ChFC
GS
ChFC

Gregory Smith

7 Years of Experience
Pinetop, AZ
Sells Insurance

Gregory Smith is a ChFC-designated registered investment advisor at Blue Crab Partners, LLC, based in Pinetop, AZ, with 7 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
IM Fee
Planning only
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Location

Pinetop, AZ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Gregory is a partner with his wife in Greggo's Restaurant, dedicating minimal time outside of trading hours. He is also a self-employed insurance agent selling supplemental indemnity and life insurance, spending nearly full-time hours on this activity.

Employment History
Current Registrations
Blue Crab Partners, LLC
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Blue Crab Partners, LLC
October 2020 - March 2022 · 1 yr 5 mos
Comprehensive Financial Consultants Institutional, INC.
September 2018 - November 2022 · 4 yrs 2 mos
State Registrations1 state
AZ
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Gregory Smith - Financial Advisor | TrueAdvisor