Gregory Bennett Trost
Investment adviser representative at Steward Partners Investment Advisory, LLC
13 yearsExperience
3 statesRegistered in
$36.7BFirm assets
10 yearsFirm in business
Are you Gregory Bennett Trost? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Steward Partners Investment Advisory, LLCDec 2024 to now
- Steward Partners Global Advisory, LLCDec 2024 to now
- Steward Partners Investment Solutions, LLCDec 2024 to now
- LPL Financial, LLCJan 2018 to Dec 2024
- Trost Financial ConsultingJan 2018 to Dec 2024
- Ameriprise Financial Services, Inc.May 2013 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 3 states (CA, NM, TX).
Steward Partners Investment Advisory, LLC
$36.7BAssets managed
42,763Clients
480Advisers
10 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
- 2828617
- Firm CRD
- 283004