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Gregory Thomas Frech

27 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
722 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$965.5M

Fee Structure

Financial Planning:Included in AUM fee
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Location

74150 Country Club Drive, Palm Desert, CA, 92260

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Gregory owns GMK Enterprises and is a managing member of Grand Prize Network, LLC, dedicating minimal time to each. He is also a managing director and senior financial advisor at Cypress Wealth Services, LLC (full-time), and an independent insurance professional, dedicating minimal time to insurance sales.

Employment History
Current Registrations
M. S. Howells & CO.Broker
March 2021 - Present · 4 yrs 11 mos
M. S. Howells & CO.
March 2021 - Present · 4 yrs 11 mos
Cypress Wealth Services, LLC
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
January 2019 - March 2021 · 2 yrs 2 mos
Morgan StanleyBroker
June 2009 - January 2019 · 9 yrs 7 mos
Morgan Stanley
June 2009 - January 2019 · 9 yrs 7 mos
Morgan Stanley & CO. Incorporated
January 2009 - June 2009 · 5 mos
Morgan Stanley & CO. IncorporatedBroker
January 2009 - June 2009 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 1998 - January 2009 · 10 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1998 - January 2009 · 10 yrs 6 mos
Wma Securities, INC.Broker
October 1997 - March 1998 · 5 mos
State Registrations8 states
AZCAFLMENENMNYWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.