Gregory Phelps is a CFP-designated registered investment advisor, based in Rockledge, FL, with 10 years of industry experience.
Location
6525 Third Street, Suite 207, Rockledge, FL, 32955
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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.
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Gregory is the manager of Indian River Lifestyle, LLC, a women's clothing business. He spends minimal time keeping the Quickbooks updated and filing forms with the state.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
August 2025 - Present · 9 mos
Raymond James Financial Services Advisors, INC
August 2025 - Present · 9 mos
Previous Registrations
Edward Jones
September 2015 - August 2025 · 9 yrs 11 mos
Edward JonesBroker
August 2015 - August 2025 · 10 yrs
State Registrations25 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.