Ogden Asset Management
47yrs
Top advisor by experience in Chagrin Falls
25yrs
Gregory Polyak
Financial advisor at LPL Financial
Gregory Polyak is a financial advisor in Chagrin Falls, Ohio, with 25 years in the industry. Gregory joined LPL Financial in 2004, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 74% of advisors in Ohio
OfficeChagrin Falls, OH
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2004 – nowLPL Financial LLCCurrent firm
Contact Gregory
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Gregory. Chagrin Falls, OHOffice · Get directions Facebook pageLPL FinancialIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
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?
- 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 LPL Financial at (704) 733-3300 and ask for Gregory Polyak. Gregory works from the Chagrin Falls, OH office.
How long has Gregory been a financial advisor?
Gregory has been in the industry since 2001, about 25 years. More experience than 74% of advisors in Ohio.
What licenses does Gregory hold?
Series 63. Tap any license on this page to see what it allows.
Is Gregory a fiduciary?
Gregory is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Gregory paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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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