Gregory Avera has been an investment adviser representative at Experience Your Wealth since May 2025, and is not listed among the firm’s executive officers or direct owners.
Experience Your Wealth, LLC is a firm with $105M under management, 70 clients and 2 advisers in one office, as of its July 2026 filing.
Gregory Avera’s longest registration was 2 years at Open Window Financial Solutions, LTD. (2022–2025). Before joining Experience Your Wealth in 2025, Gregory Avera was registered through Open Window Financial Solutions, LTD.
- Experience Your Wealth, LLCCurrent– present · 1 yearReno, NV · Adviser representative · Firm CRD 305991
- Open Window Financial Solutions, LTD.– · 2 yearsReno, NV · Adviser representative · Firm CRD 131562
Investment adviser representative registrations
Gregory Avera is registered as an investment adviser representative in 7 states. The first approvals date from May 2025; the most recent is New Hampshire, in July 2025.
- CaliforniaSince 1 May 2025
- MassachusettsSince 15 May 2025
- NevadaSince 20 May 2025
- New HampshireSince 29 July 2025
- New YorkSince 1 May 2025
- Rhode IslandSince 1 May 2025
- TexasSince 1 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 August 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Gregory Gage Avera
- CRD
- 7620534
- Firm
- Experience Your Wealth · CRD 305991
- Office
- 675 W. Moana Lane, #213, Reno, NV 89509
- Registration
- Investment adviser registration
- In the industry since
- August 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Gregory Avera work?
Gregory Avera is an investment adviser representative registered through Experience Your Wealth, LLC since May 2025, and is not listed among the firm’s executive officers or direct owners.
Is Gregory Avera a financial advisor?
Yes. Gregory Avera has a current investment-adviser registration in California, Massachusetts, Nevada, New Hampshire, New York, Rhode Island and Texas, through Experience Your Wealth since May 2025.
How many years of experience does Gregory Avera have?
Gregory Avera has 4 years in the financial industry, since August 2022, across 2 adviser firms.
What exams has Gregory Avera passed?
Gregory Avera passed the Series 65 in August 2022.
Where did Gregory Avera work before Experience Your Wealth?
Before Experience Your Wealth, Gregory Avera was registered through Open Window Financial Solutions, LTD., August 2022 to April 2025.
Where is Gregory Avera based?
Gregory Avera’s registered office is in Reno, NV.
Is Gregory Avera registered with FINRA?
No. Gregory Avera has no current broker registration.
How can I verify Gregory Avera’s record?
Search CRD 7620534 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gregory Avera’s full registration record.