Gregory Gottlieb is a registered investment advisor, based in Tampa, FL, with 5 years of industry experience.
Location
100 S. Ashley Drive, Suite 830, Tampa, FL, 33602
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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.
Learn about disclosures →Employment History
Current Registrations
Concurrent Investment Advisors, LLC
September 2025 - Present · 10 mos
Purshe Kaplan Sterling InvestmentsBroker
September 2025 - Present · 10 mos
Previous Registrations
UBS Financial Services INC.
April 2021 - September 2025 · 4 yrs 5 mos
UBS Financial Services INC.Broker
February 2021 - September 2025 · 4 yrs 7 mos
State Registrations11 states
CACOFLHIMENCNHNJNVNYPA
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.