# Gregory Fridley

> Gregory Fridley is a fee-only financial advisor at Society Investment Management in Baltimore, Maryland. Society Investment Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/gregory-fridley/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Society Investment Management
- **Based in:** Baltimore, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $22.4M across 58 accounts
- **CRD:** 2136583 (https://adviserinfo.sec.gov/individual/summary/2136583)
- **SEC registration:** Investment adviser representative in MD
- **Exams passed:** Series 63 (1993), Series 65 (1993)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Gregory Fridley a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Society Investment Management 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, Society Investment Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Gregory Fridley based?

Gregory Fridley is based in Baltimore, Maryland.

### Is Gregory Fridley registered with the SEC?

Yes. Gregory Fridley is registered as an investment adviser representative in MD (CRD 2136583), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Society Investment Management manage?

Society Investment Management reports $22.4M across 58 accounts in assets under management.

### How do I contact Gregory Fridley?

Contact details aren't on file yet. Search for Society Investment Management.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2136583): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.