Richard E. Greulich
Professional summary
Richard Evans Greulich JR., who also goes by Richard Evans Greulich Jr, is a registered financial advisor currently at REG CAPITAL ADVISORS located in Southport, North Carolina.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Richard has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Richard Evans Greulich JR.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
January 9, 2007 - Present
REG CAPITAL ADVISORS
January 20, 1983 - December 1, 2000
NEUBERGER BERMAN BD LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/30/2023)
Exams
Current Firm
REG CAPITAL ADVISORS
CRD#: 142625 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 1,696,282 |
Red Flags
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