Gregory Rodger is a registered investment advisor at Bentley Wealth Advisors, LLC, based in Warwick, RI, with 5 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
117 Metro Center Boulevard, Suite 3000, Warwick, RI, 02886
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory is a principal at DiSanto Priest & Co., providing accounting and advisory services. He dedicates nearly full-time hours to this position, mostly during securities trading hours, offering tax compliance, planning, and consulting services.
Employment History
Current Registrations
Bentley Wealth Advisors, LLC
Previous Registrations
Cliftonlarsonallen Wealth Advisors, LLC
Cliftonlarsonallen Wealth Advisors, LLC
State Registrations1 state
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