Gregory Will has been Chief Compliance Officer / Managing Partner of Bestgate Wealth Advisors since January 2019, is a control person of the firm and directly owns under 5% of it. Gregory Will holds a Bachelor's of Science in Accounting from the University of Baltimore and a Master's of Science in Taxation from the University of Baltimore.
Bestgate Wealth Advisors, LLC is a Frederick, MD firm with $162M under management, 118 clients and 3 advisers in one office, as of its February 2026 filing.
Greg Will is Co-Founder and Advisor of Bestgate Wealth Advisors. He has over fifteen years of financial services and tax experience and specializes in retirement planning. He also advises stock option recipients, high net worth individuals and trusts.
Gregory Will’s longest registration is the current one, 7 years at Bestgate Wealth Advisors since 2019. Before joining Bestgate Wealth Advisors in 2019, Gregory Will was registered through Park Avenue Securities LLC.
- – present · 7 yearsFrederick, MD · Adviser representative · Firm CRD 301639
- Park Avenue Securities LLC– · under a yearBethesda, MD · Adviser representative · Firm CRD 46173
Professional designations
Listed by Bestgate Wealth Advisors
- CPA
- CFP®
- CIMA
- RMA
- PFS
Investment adviser representative registrations
Gregory Will is registered as an investment adviser representative in Maryland, since June 2019.
- MarylandSince 17 June 2019
Examinations
No examinations are on Gregory Will’s record.
- Full name
- Gregory S Will
- CRD
- 7065990
- Firm
- Bestgate Wealth Advisors · CRD 301639
- Role
- Chief Compliance Officer / Managing Partner
- Office
- 5100 BUCKEYSTOWN PIKE, STE 290, Frederick, MD 21704
- Registration
- Investment adviser registration
- In the industry since
- May 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bestgatewealth.com
Where does Gregory Will work?
Gregory Will has been Chief Compliance Officer / Managing Partner of Bestgate Wealth Advisors, LLC since January 2019, and is a control person of the firm.
Is Gregory Will a financial advisor?
Yes. Gregory Will has a current investment-adviser registration in Maryland, through Bestgate Wealth Advisors since June 2019.
How many years of experience does Gregory Will have?
Gregory Will has 7 years in the financial industry, since May 2019, across 2 adviser firms.
Where did Gregory Will work before Bestgate Wealth Advisors?
Before Bestgate Wealth Advisors, Gregory Will was registered through Park Avenue Securities LLC, March 2019 to April 2019.
Where is Gregory Will based?
Gregory Will’s registered office is in Frederick, MD.
Is Gregory Will registered with FINRA?
No. Gregory Will has no current broker registration.
Is Gregory Will a CFP?
Bestgate Wealth Advisors lists Gregory Will with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Greg Will, CPA, CFP®, CIMA, MTAX, RMA, PFS biography, bestgatewealth.com
How can I verify Gregory Will’s record?
Search CRD 7065990 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gregory Will’s full registration record.
