Skip to content
Gregory Rice, portrait

Gregory Rice

Owner and CCO at Enduring Wealth Management in Meridian, ID

Investment adviser registrationUpdated

Gregory Rice is Owner and CCO of Enduring Wealth Management, LLC, an investment adviser managing $205M, and works from its Meridian, ID office. Gregory Rice has been registered as an investment adviser representative through Enduring Wealth Management since 28 July 2025, has 23 years in the industry across 4 firms and has passed the Series 7, Series 66 and Series 31.

23
Years in industry
1
Years at firm
4
Adviser firms
5
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Gregory Rice has been Owner and CCO of Enduring Wealth Management since May 2025, is a control person of the firm and directly owns 75% or more of it. Gregory Rice holds a Bachelor's degree in Business Administration from Chapman University.

Enduring Wealth Management, LLC is a Meridian, ID firm with $205M under management, 173 clients and 1 adviser in one office, as of its September 2026 filing.

Ben Rice is President of Enduring Wealth Management, LLC, based in Meridian, Idaho. He specializes in comprehensive financial advice such as retirement, education and legacy planning. He previously served as a financial advisor with Raymond James and as a wealth advisor and vice president of wealth management at UBS.

Gregory Rice’s longest registration was 11 years at UBS Financial Services Inc. (2006–2018). Before joining Enduring Wealth Management in 2025, Gregory Rice was registered through Raymond James & Associates, Inc. and UBS Financial Services Inc.

  1. – present · 1 year
    Meridian, ID · Adviser representative · Firm CRD 337527
  2. Raymond James & Associates, Inc.
    – · 7 years
    Eagle, ID · Adviser representative · Firm CRD 705
  3. UBS Financial Services Inc.
    – · 11 years
    Boise, ID · Adviser representative · Firm CRD 8174
  4. Piper Jaffray & Co.
    – · 2 years
    Boise, ID · Adviser representative · Firm CRD 665

Credentials and registrations

Professional designations

Listed by Enduring Wealth Management

  • CFP™

Investment adviser representative registrations

Gregory Rice is registered as an investment adviser representative in 5 states. The first approvals date from July 2025; the most recent are California, Oregon, Texas and Washington, in September 2026.

  • CaliforniaSince 9 September 2026
  • IdahoSince 28 July 2025
  • OregonSince 9 September 2026
  • TexasSince 9 September 2026
  • WashingtonSince 9 September 2026

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 3128 December 2005
Name
Futures Managed Funds Examination
Series 6616 September 2003
Name
Uniform Combined State Law Examination
Series 72 September 2003
Name
General Securities Representative Examination

Key facts

Full name
Gregory Benjamin Rice
CRD
4681869
Firm
Enduring Wealth Management · CRD 337527
Role
Owner and CCO
Office
Meridian, ID
Registration
Investment adviser registration
In the industry since
September 2003
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Gregory Rice work?

Gregory Rice has been Owner and CCO of Enduring Wealth Management, LLC since May 2025, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 8 September 2026

Is Gregory Rice a financial advisor?

Yes. Gregory Rice has a current investment-adviser registration in California, Idaho, Oregon, Texas and Washington, through Enduring Wealth Management since July 2025.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Gregory Rice have?

Gregory Rice has 23 years in the financial industry, since September 2003, across 4 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Gregory Rice passed?

Gregory Rice has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in September 2003. FINRA credited Gregory Rice with the SIE, which began in October 2018.

Source: IAPD individual record, checked 22 October 2026

Where did Gregory Rice work before Enduring Wealth Management?

Before Enduring Wealth Management, Gregory Rice was registered through UBS Financial Services Inc., August 2006 to January 2018; Piper Jaffray & Co., September 2003 to August 2006.

Source: IAPD individual record, checked 22 October 2026

Where is Gregory Rice based?

Gregory Rice’s registered office is in Meridian, ID.

Source: IAPD individual record, checked 22 October 2026

Is Gregory Rice registered with FINRA?

No. Gregory Rice has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

Is Gregory Rice a CFP?

Enduring Wealth Management lists Gregory Rice with the CFP credential (“CFP™”) on its website. CFP Board confirms certification status.

Source: Ben Rice biography, enduringwealthmanagement.com

How can I verify Gregory Rice’s record?

Search CRD 4681869 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gregory Rice’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Sources

  1. IAPD individual record, CRD 4681869, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Enduring Wealth Management, LLC, filed 8 September 2026. Title, control and ownership bands.
  3. Enduring Wealth Management team page. Biography, education, credentials, awards and the portrait, reproduced for identification.