Gregory Scott Kalb
Investment adviser representative at Turtle Creek Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
$2.8BFirm assets
3 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Turtle Creek Wealth Advisors, LLCJul 2022 to now
- Chalice Capital Partners, LLCJan 2019 to Jun 2022
- Texas Capital Bank Private Wealth AdvisorsJan 2019 to Jun 2022
- Raymond James Financial Services Advisors Inc.Nov 2016 to Dec 2018
- Texas Capital BankAug 2016 to Jun 2022
- Raymond James Financial Services, Inc.Aug 2016 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
Turtle Creek Wealth Advisors, LLC
$2.8BAssets managed
140Clients
17Advisers
3 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
- 4485983
- Firm CRD
- 322998