Delta Advisory Group
44yrs
Top advisor by experience in Maitland
10yrs
Thomas Greb
Financial advisor at Olivar & Greb Capital Management
Thomas Greb has worked in the financial industry for 10 years and is a fiduciary financial advisor based in Maitland, Florida. Thomas has been with Olivar & Greb Capital Management since 2017. Olivar & Greb Capital Management offers financial planning and investment management and is paid through a percentage of assets, hourly fees, and performance-based fees.
One of 126 advisors with offices in Maitland, and one of 115 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
OfficeMaitland, FL
How the firm is paid ?Percent of assets, Hourly, Performance fee
Typical client at the firm ?$348,791
Advisors at the firm2
States licensed ?1 state
Services through Olivar & Greb Capital Management
Financial planningInvestment management for individuals and small businesses
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 65Uniform Investment Adviser Law Examination
Career
- 2017 – nowOlivar & Greb Capital Management, LLCCurrent firm
Contact Thomas
(508) 598-7590Olivar & Greb Capital Management main office Maitland, FLOffice · Get directions LinkedIn pageOlivar & Greb Capital ManagementIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Thomas
How do I contact Thomas?
Call Olivar & Greb Capital Management at (508) 598-7590 and ask for Thomas Greb. Thomas works from the Maitland, FL office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Thomas hold?
Series 65. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thomas paid?
Olivar & Greb Capital Management reports being paid by a percentage of the assets they manage, hourly fees, a share of investment gains. Ask Thomas 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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