GO
CFP
GO
CFP

Gregory Sigismund Ostrowski

23 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
527 advisors
Number of Clients
44,045 clients
Average Client Portfolio
$257K average
Assets Under Management
$11.3B

Fee Structure

Minimum Investment:$2K
Financial Planning:Investment management only
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Location

1906 Towne Centre Blvd, Suite 260, Annapolis, MD, 21401

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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 Activities

Gregory is a 20% owner and investment advisor representative of Scarborough Capital Management, dedicating about half of his time to this role. He also owns a business property through Ballast Partners LLC and is involved in several volunteer positions, including board member roles and a finance council position.

Employment History
Current Registrations
Independent Financial Group, LLCBroker
January 2018 - Present · 8 yrs 1 mo
Scarborough Capital Management
January 2014 - Present · 12 yrs 1 mo
Previous Registrations
Independent Financial Group, LLC
September 2018 - September 2018 · 0 mos
Sii Investments, INC.Broker
December 2008 - December 2017 · 9 yrs
Scarborough Capital Management, INC.
March 2003 - January 2014 · 10 yrs 10 mos
Royal Alliance Associates, INC.Broker
February 2003 - December 2008 · 5 yrs 10 mos
Royal Alliance Associates, INC.Broker
October 2002 - January 2003 · 3 mos
State Registrations41 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.