Gregory Donelson Carlin
Investment adviser representative at Bok Financial Private Wealth, Inc.
15 yearsExperience
3 statesRegistered in
$3.7BFirm assets
30 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Bok Financial Private Wealth, Inc.Mar 2019 to now
- The Milestone Group, IncFeb 2019 to now
- Bessmer Trust CompanyApr 2011 to Feb 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 3 states (CO, OK, TX).
Bok Financial Private Wealth, Inc.
$3.7BAssets managed
818Clients
24Advisers
30 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
- 5884277
- Firm CRD
- 106733