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RIA / WealthAdvisordual registered (broker-dealer)34 years in industry

NORMAN GREGORY GREVEY

Advisor at PRIVATE ADVISOR GROUP, LLC

MORRISTOWN, NJ | Springboro, OH

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Search this name across graphsid dfx:ria:086db28b-4b5e-5f69-039d-cc19bc442515

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Dec 7, 1999 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PRIVATE ADVISOR GROUP, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 3, 1991earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Oct 3, 1991
First registration: Dec 7, 1999
Dual registered: yes, broker-dealer
IAPD individual key: 2174155

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PRIVATE ADVISOR GROUP, LLC	Bd affiliated wealth	Feb 6, 2024	n/a	yes	Springboro, OH\|MORRISTOWN, NJ	Current employment
WEALTH MANAGEMENT GROUP	State registered	Aug 20, 2014	Dec 3, 2024	no	TIPP CITY, OH\|Tipp City, OH\|Springboro, OH	Previous registration
KIPLINGER WEALTH ADVISORS	Independent wealth	Jul 31, 2007	Sep 8, 2014	no	SPRINGBORO, OH	Previous registration
FIFTH THIRD SECURITIES, INC.	Bd affiliated wealth	Feb 14, 2005	Jul 27, 2007	no	OAKWOOD, OH\|SPRINGBORO, OH\|OAKWOOD, OH	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Dec 7, 1999	Feb 5, 2004	no	DAYTON, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WEALTH MANAGEMENT GROUP	PRIVATE ADVISOR GROUP, LLC	Dec 3, 2024	Feb 6, 2024	-301	Firm change after gap	Other
KIPLINGER WEALTH ADVISORS	WEALTH MANAGEMENT GROUP	Sep 8, 2014	Aug 20, 2014	-19	Firm change	RIA to state RIA
FIFTH THIRD SECURITIES, INC.	KIPLINGER WEALTH ADVISORS	Jul 27, 2007	Jul 31, 2007	4	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	FIFTH THIRD SECURITIES, INC.	Feb 5, 2004	Feb 14, 2005	375	Firm change	Other

Relationships

Registered with (5)

→ PRIVATE ADVISOR GROUP, LLCRegistered adviserregistration: current employment
Feb 6, 2024 to presentfactForm ADV
→ WEALTH MANAGEMENT GROUPRegistered adviserregistration: previous registration
Aug 20, 2014 to Dec 3, 2024factForm ADV
→ KIPLINGER WEALTH ADVISORSRegistered adviserregistration: previous registration
Jul 31, 2007 to Sep 8, 2014factForm ADV
→ FIFTH THIRD SECURITIES, INC.Registered adviserregistration: previous registration
Feb 14, 2005 to Jul 27, 2007factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Dec 7, 1999 to Feb 5, 2004factForm ADV

Dated events

Occurred
Dec 3, 2024
Advisor changed firm
Norman Gregory Grevey left Wealth Management Group for Private Advisor Group, Llc (registered 2024-02-06)
Form ADVobserved 5 days ago