RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Gregory M Turcotte
- Title
- Co-Founder, CCO, NFLPA Registered Financial Advisorreportedalphaky.comfirm site, Sep 15, 2026
- Designations
- CFPreportedalphaky.comas printed on the bio page, Sep 16, 2026
- Business email
- gturcotte@alphaky.comreportedalphaky.comfirm site, Sep 15, 2026
- Direct business phone
- 859-785-2662reportedalphaky.comfirm site, Sep 15, 2026
- Professional profile
- alphaky.com/team-member-01/greg-m-turcottereportedalphaky.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Alpha Financial Partners LLC independent RIA currentsince Jan 1, 2025 · Lexington, Ky
- UBS Financial Services Inc. wirehouseSep 30, 2015 to Jan 14, 2020 · Lexington, Ky
- Stratos Wealth Partners, Ltd BD affiliatedSep 12, 2013 to Sep 28, 2015 · Lexington, Ky
- First Heartland Consultants, Inc. BD affiliatedJan 9, 2012 to Sep 12, 2013 · Lexington, Ky
- UBS Financial Services Inc. to Alpha Financial Partners LLCleft Jan 14, 2020, registered Jan 1, 2025 (1814 days) · Wirehouse to independent RIA · moved with a team
- Stratos Wealth Partners, Ltd to UBS Financial Services Inc.left Sep 28, 2015, registered Sep 30, 2015 (2 days) · Other
- First Heartland Consultants, Inc. to Stratos Wealth Partners, Ltdleft Sep 12, 2013, registered Sep 12, 2013 (0 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address