Gregory Hayes Patterson
Investment adviser representative at The Advisory Group of San Francisco, LLC
26 yearsExperience
1 stateRegistered in
$809.9MFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- The Advisory Group of San Francisco, LLCJun 2000 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (CA).
The Advisory Group of San Francisco, LLC
$809.9MAssets managed
140Clients
5Advisers
27 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
- 4484846
- Firm CRD
- 108110