Gregory Klibanov
Investment adviser representative at Principal Advised Services
23 yearsExperience
2 statesRegistered in
$1.4BFirm assets
7 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Principal Advised ServicesOct 2025 to now
- Principal BankOct 2025 to now
- Principal Life Insurance CompanyOct 2025 to now
- Principal Securities, Inc.Oct 2025 to now
- LPL Financial LLCSep 2025 to Oct 2025
- TIAADec 2002 to Jun 2025
- TIAA-CREF Individual & Institutional Services LLC.Dec 2002 to Jun 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (IA, NC).
Principal Advised Services
Legal name: Principal Advised Services, LLC
$1.4BAssets managed
23,164Clients
231Advisers
7 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
- 4625096
- Firm CRD
- 297324