Gregory Patterson has been Member, Chief Executive Officer of The Advisory Group of San Francisco since November 2001, is a control person of the firm and directly owns 75% or more of it. Gregory Patterson holds an MBA from the University of California, Berkeley, Haas School of Business and a BA from the University of California, Davis.
The Advisory Group of San Francisco, LLC is a San Francisco, CA firm with $810M under management, 140 clients and 5 advisers across 6 offices, as of its March 2026 filing.
Greg Patterson is Chief Executive Officer of The Advisory Group and a senior advisor to its endowment and retirement plan clients. He works with organization leaders on investment consulting, retirement plan development and investment policy implementation, and leads the firm's Investment Committee. He draws on experience with large institutions, including Callan Associates.
Gregory Patterson’s longest registration is the current one, 24 years at The Advisory Group of San Francisco since 2002.
- Hewins Financial Advisors, LLC– · 5 yearsRedwood City , CA · Adviser representative · Firm CRD 109983
- – present · 24 yearsSan Francisco, CA · Adviser representative · Firm CRD 108110
Investment adviser representative registrations
Gregory Patterson is registered as an investment adviser representative in California, since February 2002.
- CaliforniaSince 19 February 2002
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 September 2001 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Gregory Hayes Patterson
- CRD
- 4484846
- Firm
- The Advisory Group of San Francisco · CRD 108110
- Role
- Member, Chief Executive Officer
- Office
- 44 MONTGOMERY ST. SUITE 300, San Francisco, CA 94104
- Registration
- Investment adviser registration
- In the industry since
- February 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- advisorygroupsf.com
Where does Gregory Patterson work?
Gregory Patterson has been Member, Chief Executive Officer of The Advisory Group of San Francisco, LLC since November 2001, and is a control person of the firm.
Is Gregory Patterson a financial advisor?
Yes. Gregory Patterson has a current investment-adviser registration in California, through The Advisory Group of San Francisco since February 2002.
How many years of experience does Gregory Patterson have?
Gregory Patterson has 24 years in the financial industry, since February 2002, across 2 adviser firms.
What exams has Gregory Patterson passed?
Gregory Patterson passed the Series 65 in September 2001.
Where is Gregory Patterson based?
Gregory Patterson’s registered office is in San Francisco, CA.
Is Gregory Patterson registered with FINRA?
No. Gregory Patterson has no current broker registration.
How can I verify Gregory Patterson’s record?
Search CRD 4484846 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gregory Patterson’s full registration record.