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GS

Gregory G. Schwerin

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CRD#: 1057587
GS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gregory Glenn Schwerin was a registered financial professional .

Gregory is a previously registered financial professional and started their career in finance in 1982. Gregory had worked at 19 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 2, 2019 - December 23, 2019

TRADEPRO SECURITIES, LLC.

BD
CRD#: 103781
LAWRENCEVILLE, GA
Past

January 22, 2008 - March 19, 2019

BENJAMIN & JEROLD BROKERAGE I, LLC

BD
CRD#: 29110
NEW YORK, NY
Past

January 3, 2007 - December 31, 2007

BENJAMIN & JEROLD BROKERAGE I, LLC

BD
CRD#: 29110
NEW YORK, NY
Past

January 25, 2005 - March 1, 2006

WADDELL & REED

BD
CRD#: 866
OAKBROOK, IL
Past

September 26, 2002 - December 14, 2004

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA
Past

August 11, 2000 - October 9, 2000

IAC SECURITIES, INC.

BD
CRD#: 14081
TINLEY PARK, IL
Past

September 22, 1998 - December 1, 1998

WEB STREET SECURITIES, INC.

BD
CRD#: 37733
DEERFIELD, IL
Past

September 18, 1997 - August 11, 1998

EISNER SECURITIES, INC.

BD
CRD#: 40585
ST. LOUIS, MO
Past

January 4, 1996 - May 15, 1996

LASALLE ST SECURITIES, L.L.C.

BD
CRD#: 7191
ELMHURST, IL
Past

January 4, 1995 - December 14, 1995

DICKINSON & CO.

BD
CRD#: 689
DES MOINES, IA
Past

March 17, 1994 - January 16, 1995

MONTANO SECURITIES CORPORATION

BD
CRD#: 7887
ORANGE, CA
Past

October 6, 1992 - July 16, 1993

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

October 6, 1992 - July 16, 1993

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

September 11, 1990 - November 15, 1991

CONLI, MICHAELS, INC.

BD
CRD#: 18257
Past

January 24, 1990 - September 10, 1990

DREHER & ASSOCIATES, INC.

BD
CRD#: 8665
OAKBROOK TERRACE, IL
Past

November 23, 1987 - May 9, 1988

CRONIN & CO., INC.

BD
CRD#: 6996
Past

June 3, 1987 - March 4, 1988

WALL STREET FINANCIAL INC.

BD
CRD#: 13124
Past

November 30, 1984 - June 17, 1985

JEFFERIES LLC

BD
CRD#: 2347
Past

February 14, 1984 - November 1, 1984

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

May 10, 1983 - December 31, 1984

WALL STREET FINANCIAL INC.

BD
CRD#: 13124
Past

September 24, 1982 - March 17, 1983

FIRST JERSEY SECURITIES, INC.

BD
CRD#: 6621

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/1/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


TS
TRADEPRO SECURITIES, LLC.
AUTOSHARES | TRADEPRO SECURITIES,INC. | TRADEPRO SECURITIES, LLC. | TRADEPRO SECURITIES, INC. | SOUTHERN TRUST SECURITIES, INC. | SOUTHERN TRUST SECURITIES ASSET MANAGEMENT, INC. | OPTIONSROUTE | CIS ASSET MANAGEMENT, INC | CAPITAL INVESTMENT SERVICES, INC.

CRD#: 103781 / SEC#: , 8-52282

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
340 Congress Parkway,, Lawrenceville, GA 30044
Mailing Address
340 Congress Parkway,, Lawrenceville, GA 30044
Phone number
(305) 446-4800
Established
Florida since 06/10/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
SAMATA HOLDINGS LLCOWNER
CASS, STEPHEN JOHNPRESIDENT/FINOP/OWNER2317871
DOLAN, TERENCE JR.COO/BUSINESS DEVELOPMENT/OWNER2352516
BURGESS-GAY, CLAUDETTE YVONNECCO/AMLCO2547910

Disclosures


Regulatory Event5

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TRADEPRO SECURITIES, LLC.

CRD#: 103781

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