Gregory Morris Ruley
Investment adviser representative at Private Advisor Group, LLC
31 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$57.7BFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
31 years in the industry.
- Private Advisor Group, LLCJun 2026 to now
- LPL Financial LLCNov 2021 to now
- Ruley Financial Group LLCJan 2011 to now
- Jim Ruley & Co IncMay 1996 to now
- Fred Daniel & Sons IncMay 1995 to now
- Mariner Independent Advisor Network, LLCNov 2021 to Jul 2026
- Voya Financial AdvisorsSep 2014 to Nov 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 yearsIn 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
- 2629154
- Firm CRD
- 155216