Gregory Rogers has been President, Chief Operating Officer of Cannon Beach Consultants since October 2009, is a control person of the firm and directly owns between 50% and 75% of it. Gregory Rogers holds a BS in Finance from the University of Pennsylvania and a Certificate in Financial Planning from Boston University.
Cannon Beach Consultants Inc is a San Ramon, CA firm with $209M under management, 122 clients and 2 advisers across 3 offices, as of its March 2026 filing.
Gregory Rogers is Principal of Cannon Beach Financial Advisors, with 20+ years of financial services experience with CBFA and Fidelity.
- – present · 16 yearsBrookline, MA · Adviser representative · Firm CRD 140959
Professional designations
Listed by Cannon Beach Consultants
- CFP®
Investment adviser representative registrations
Gregory Rogers is registered as an investment adviser representative in Massachusetts, since November 2009.
- MassachusettsSince 25 November 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 8 September 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 April 2002 |
| Series 7 | General Securities Representative Examination | 27 December 2000 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Gregory Stewart Rogers
- CRD
- 4307070
- Firm
- Cannon Beach Consultants · CRD 140959
- Role
- President, Chief Operating Officer
- Office
- 1330 BEACON STREET, SUITE 347, Brookline, MA 02446
- Registration
- Investment adviser registration
- In the industry since
- November 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cannonbeachco.com
Where does Gregory Rogers work?
Gregory Rogers has been President, Chief Operating Officer of Cannon Beach Consultants Inc since October 2009, and is a control person of the firm.
Is Gregory Rogers a financial advisor?
Yes. Gregory Rogers has a current investment-adviser registration in Massachusetts, through Cannon Beach Consultants since November 2009.
How many years of experience does Gregory Rogers have?
Gregory Rogers has 16 years in the financial industry, since November 2009, across 1 adviser firm.
What exams has Gregory Rogers passed?
Gregory Rogers has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in December 2000.
Where is Gregory Rogers based?
Gregory Rogers’ registered office is in Brookline, MA.
Is Gregory Rogers registered with FINRA?
No. Gregory Rogers has no current broker registration.
Is Gregory Rogers a CFP?
Cannon Beach Consultants lists Gregory Rogers with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Gregory Rogers’ record?
Search CRD 4307070 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gregory Rogers’ full registration record.