Gregory Dunne
Raleigh Investment Advisors · Raleigh, North Carolina
Gregory Dunne is a fee-only financial advisor at Raleigh Investment Advisors in Raleigh, North Carolina. Gregory focuses on estate & legacy planning. Raleigh Investment Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Raleigh Investment Advisors |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $26M across 42 accounts |
| SEC registration | Investment adviser representative in NC · CRD 6793865 |
| Exams passed | Series 65 (2017) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.raleighinvest.com |
How Gregory's firm compares
- Raleigh Investment Advisors's average account is about $619,000, from its Form ADV (assets managed divided by 42 accounts).
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Questions about Gregory
Is Gregory Dunne a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Raleigh Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gregory charge for financial advice?
Gregory's firm, Raleigh Investment Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Gregory Dunne based?
Gregory Dunne is based in Raleigh, North Carolina.
What does Gregory specialize in?
Gregory's specialties include estate & legacy planning.
Is Gregory Dunne registered with the SEC?
Yes. Gregory Dunne is registered as an investment adviser representative in NC (CRD 6793865), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Raleigh Investment Advisors manage?
Raleigh Investment Advisors reports $26M across 42 accounts in assets under management.
How do I contact Gregory Dunne?
Through Gregory's website, www.raleighinvest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Raleigh Investment Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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