Gregory Stevens
Gregory Stevens is a registered investment advisor at UBS Financial Services INC., based in Miamisburg, OH, with 32 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
3601 Rigby Road, Suite 500, Miamisburg, OH, 45342
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 1998Other Business Activities
Gregory owns Cavemancooking.com, LLC, created to own personal firearm accessories. He is the proprietor and owner, responsible for storing and maintaining the physical property owned by the LLC.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations36 states
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
More Advisors
- James MayeuxUBS Financial Services INC.
- Derek VanceUBS Financial Services INC.
- Timothy CornellUBS Financial Services INC.
- Randale HonakerUBS Financial Services INC.
- David PrevoUBS Financial Services INC.
- Timothy SimaeysUBS Financial Services INC.