GK
GK

Gregory Kight

34 Years of Experience
Washington, DC
Broker

Gregory Kight is a registered investment advisor at UBS Financial Services INC., based in Washington, DC, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,134,581 clients with $810B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9502 advisors
IM Fee
Planning only
Assets Under Management
$808.8B

Fee Structure

UBS Financial Services Inc. offers financial planning services for a fee, with costs ranging from $500 to $50,000, though most clients pay between $1,000 and $10,000. Fees exceeding $50,000 but not more than $100,000 may be permitted for complex situations involving relationships with a net worth of $100 million or more. The fees are negotiable and may vary based on the range of services selected, the scope of the engagement, the complexity of the services, the nature and amount of client assets involved, and the financial advisor's business model.

One-Time Plan:$500 - $50,000
Loading...

Location

1700 M Street NM, 5th Floor, Washington, DC, 20036

Get directions

History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Gregory is the chairman of the audit committee for his fraternity, Kappa Alpha Psi Hyattsville/Landover Alumni Chapter, a charitable organization. He spends minimal time on this activity.

Employment History
Current Registrations
UBS Financial Services INC.
October 2022 - Present · 3 yrs 7 mos
UBS Financial Services INC.
October 2022 - Present · 3 yrs 7 mos
UBS Financial Services INC.Broker
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1998 - October 2022 · 23 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 1998 - October 2022 · 23 yrs 11 mos
Mony Securities CORP.Broker
April 1996 - September 1998 · 2 yrs 5 mos
Polaris Financial Services, INC.Broker
January 1995 - April 1996 · 1 yr 3 mos
MML Investors Services, INC.Broker
April 1992 - January 1995 · 2 yrs 9 mos
Uslife Equity Sales CORP.Broker
August 1991 - December 1991 · 4 mos
State Registrations21 states
ALCADCDEFLGAINKYLAMAMDMNMSNCNJNMNYPASCTXVA
AdvisorBrokerBoth

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.