Aneta Palica has been an investment adviser representative at Gilbert Greg RIA since September 2026, and is not listed among the firm’s executive officers or direct owners.
Gilbert Greg RIA, LLC is an Oakland, CA firm with $174M under management, 657 clients and 35 advisers across 35 offices, as of its May 2026 filing.
- – present · under a yearSosnowiec · Adviser representative · Firm CRD 304981
Investment adviser representative registrations
Aneta Palica is registered as an investment adviser representative in California, since September 2026.
- CaliforniaSince 16 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 16 September 2026 |
| Series 24 | General Securities Principal Examination | 23 March 2026 |
| Series 99TO | Operations Professional Examination | 5 November 2025 |
| Series 28 | Introducing Broker/Dealer Financial Operations Principal Examination | 16 May 2025 |
| Series 7TO | General Securities Representative Examination | 14 January 2025 |
| SIE | Securities Industry Essentials Examination | 31 July 2024 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- Operations Professional Examination
- Name
- Introducing Broker/Dealer Financial Operations Principal Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Aneta Marta Palica
- CRD
- 7948716
- Firm
- Gilbert Greg RIA · CRD 304981
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 2025
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Aneta Palica work?
Aneta Palica is an investment adviser representative registered through Gilbert Greg RIA, LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Aneta Palica a financial advisor?
Yes. Aneta Palica has a current investment-adviser registration in California, through Gilbert Greg RIA since September 2026.
How many years of experience does Aneta Palica have?
Aneta Palica has 1 year in the financial industry, since January 2025, across 1 adviser firm.
What exams has Aneta Palica passed?
Aneta Palica has passed 6 licensing exams: the SIE, Series 7TO, Series 28, Series 99TO, Series 24 and Series 66. The earliest, the SIE, was passed in July 2024.
Is Aneta Palica registered with FINRA?
Yes. Aneta Palica has a current broker registration, under CRD 7948716.
Source: FINRA BrokerCheck
How can I verify Aneta Palica’s record?
Search CRD 7948716 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Aneta Palica’s full registration record.