Gregory Don Stott
Investment adviser representative at Approach Capital LLC
10 yearsExperience
1 stateRegistered in
$100MFirm assets
Under 1 yearFirm in business
Are you Gregory Don Stott? 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Approach Capital LLCJan 2018 to now
- Ironwood Investment Counsel, LLCJun 2016 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Approach Capital LLC
$100MAssets managed
100Clients
1Advisers
Under 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
- 4518393
- Firm CRD
- 291807