UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
29yrs
Based in Dallas, Texas, Gregory Bone is a fiduciary financial advisor with 29 years of industry experience. Gregory has been with Corient since 2022; before that, Gregory spent eight years at RGT Wealth Advisors. Gregory holds the CFA designation.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 13% by experience at Corient
Office5950 Sherry Lane Suite 600, Dallas, TX 75225
FirmCorient
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$6.07 million
Advisors at the firm653
States licensed ?1 state
Services through Corient
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowCorientCurrent firm
- 2015 – 2023RGT Wealth AdvisorsPreviously
Questions to ask Gregory
Tailored to Gregory’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Gregory
How do I contact Gregory?
Call Corient at (305) 735-2020 and ask for Gregory Bone. Gregory works from the Dallas, TX office.
How long has Gregory been a financial advisor?
Gregory has been in the industry since 1997, about 29 years. Top 13% by experience at Corient.
What licenses does Gregory hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Gregory a fiduciary?
Gregory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gregory paid?
Corient reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Gregory for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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