Gregory Robillard has been Chief Compliance Officer & Managing Member of Bannerstone Capital Management since May 2008, is a control person of the firm and directly owns 75% or more of it.
Bannerstone Capital Management, LLC is a Wayzata, MN firm with $155M under management, 106 clients and 3 advisers in one office, as of its March 2026 filing.
Gregory Robillard’s longest registration is the current one, 9 years at Bannerstone Capital Management since 2017. Before joining Bannerstone Capital Management in 2017, Gregory Robillard was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Bannerstone CapitalCurrent– present · 9 yearsWayzata, MN · Adviser representative · Firm CRD 147447
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 5 yearsWayzata, MN · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Gregory Robillard is registered as an investment adviser representative in 2 states. The first approvals date from May 2017; the most recent is Wisconsin, in May 2023.
- MinnesotaSince 1 May 2017
- WisconsinSince 10 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 January 2014 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 3 April 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 December 1983 |
| Series 7 | General Securities Representative Examination | 17 December 1983 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Gregory Leo Robillard
- CRD
- 1219247
- Firm
- Bannerstone Capital Management · CRD 147447
- Role
- Chief Compliance Officer & Managing Member
- Office
- 328 BARRY AVENUE SOUTH, SUITE 210, Wayzata, MN 55391
- Registration
- Investment adviser registration
- In the industry since
- September 2011
- Disciplinary history
- Not yet shown here · SEC record
Where does Gregory Robillard work?
Gregory Robillard has been Chief Compliance Officer & Managing Member of Bannerstone Capital Management, LLC since May 2008, and is a control person of the firm.
Is Gregory Robillard a financial advisor?
Yes. Gregory Robillard has a current investment-adviser registration in Minnesota and Wisconsin, through Bannerstone Capital Management since May 2017.
How many years of experience does Gregory Robillard have?
Gregory Robillard has 15 years in the financial industry, since September 2011, across 2 adviser firms.
What exams has Gregory Robillard passed?
Gregory Robillard has passed 4 licensing exams: the Series 7, Series 63, Series 8 and Series 65. The earliest, the Series 7, was passed in December 1983.
Where did Gregory Robillard work before Bannerstone Capital Management?
Before Bannerstone Capital Management, Gregory Robillard was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, September 2002 to May 2008.
Where is Gregory Robillard based?
Gregory Robillard’s registered office is in Wayzata, MN.
Is Gregory Robillard registered with FINRA?
No. Gregory Robillard has no current broker registration.
How can I verify Gregory Robillard’s record?
Search CRD 1219247 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gregory Robillard’s full registration record.