Gregory Fridley
Society Investment Management · Baltimore, Maryland
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.
Request an introduction to Gregory →
Facts
| Firm | Society Investment Management |
|---|---|
| Based in | Baltimore, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $22.4M across 58 accounts |
| SEC registration | Investment adviser representative in MD · CRD 2136583 |
| Exams passed | Series 63 (1993) · Series 65 (1993) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Gregory's firm compares
- Society Investment Management's average account is about $387,000, from its Form ADV (assets managed divided by 58 accounts).
Request an introduction to Gregory
Tell Gregory a little about what you're looking for. Gregory isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Gregory
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Baltimore
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
- 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.
See something wrong? Request a correction. Read our methodology.