# Gregory Walsh

> Gregory Walsh is a fee-only financial advisor at Greenbridge Investment Management in Lake Oswego, Oregon. Gregory focuses on sustainable & impact investing. Greenbridge Investment Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/gregory-walsh/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Greenbridge Investment Management
- **Based in:** Lake Oswego, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $49.9M across 21 accounts
- **Specialties:** Sustainable & impact investing
- **CRD:** 4546952 (https://adviserinfo.sec.gov/individual/summary/4546952)
- **SEC registration:** Investment adviser representative in OR
- **Exams passed:** Series 65 (2019)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.greenbridgeinvestment.com/

## Frequently asked questions

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

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

### Where is Gregory Walsh based?

Gregory Walsh is based in Lake Oswego, Oregon.

### What does Gregory specialize in?

Gregory's specialties include sustainable & impact investing.

### Is Gregory Walsh registered with the SEC?

Yes. Gregory Walsh is registered as an investment adviser representative in OR (CRD 4546952), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Greenbridge Investment Management manage?

Greenbridge Investment Management reports $49.9M across 21 accounts in assets under management.

### How do I contact Gregory Walsh?

Through Gregory's website, www.greenbridgeinvestment.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4546952): 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
- The firm's website (https://www.greenbridgeinvestment.com/): specialties, clients served, and fees, checked October 30, 2026

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