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Gregory Scott Teal

Investment adviser representative at Invicta Advisors LLC
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$310.2MFirm assets

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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

Experience

19 years in the industry.

  1. Invicta Capital LLCNov 2018 to now
  2. Invicta Advisors LLCOct 2018 to now
  3. Trustmont Advisory Group, Inc.May 2007 to Nov 2018
  4. Trustmont Financial Group, IncMay 2007 to Nov 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2004

State registrations

Registered as an investment adviser representative in 1 state (PA).

Invicta Advisors LLC

$310.2MAssets managed
1,163Clients
11Advisers
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
4768591
Firm CRD
298868
Advisor's SEC record (opens in a new tab)
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