Gregory Scott Norris
Investment adviser representative at Apex Investment Group
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$211.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Apex Investment Group, LLCMay 2025 to now
- Purshe Kaplan Sterling Investments, Inc.Jul 2018 to Jul 2025
- Barrell Investment Group, Inc.Oct 2017 to Jul 2025
- Ameriprise Financial Services, Inc.Nov 2011 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (NH).
Apex Investment Group
Legal name: Apex Investment Group, LLC
$211.1MAssets managed
526Clients
6Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1668830
- Firm CRD
- 333593