Gregrey James Thomas

Macquarie Investment Management Business Trust

26 Years of Experience

Broker

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Areas of Practice

Investment Management

Macquarie Investment Management Business Trust

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

42 advisors

Number of Clients

377 clients

Average Client Portfolio

$506.5M average

Assets Under Management

$191.0B

Fee Structure

Financial Planning:Investment management only

Location

Denver, CO

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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.

Employment History

Current Registrations

Macquarie Investment Management Business Trust

April 2020 - Present · 5 yrs 10 mos

Delaware Distributors, L.P.Broker

January 2010 - Present · 16 yrs 1 mo

Delaware Distributors, L.P.

January 2010 - Present · 16 yrs 1 mo

Previous Registrations

Delaware Capital Management Advisers, INC

January 2010 - April 2020 · 10 yrs 3 mos

Lincoln Financial Distributors, INC.Broker

October 2007 - December 2009 · 2 yrs 2 mos

Lincoln Financial Distributors, INC.

October 2007 - December 2009 · 2 yrs 2 mos

UBS Financial Services INC.

October 2000 - October 2007 · 7 yrs

UBS Financial Services INC.Broker

November 1999 - October 2007 · 7 yrs 11 mos

State Registrations5 states

AZCOPAUTWY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.