Gregory A. Robick

CORPORATE BENEFITS CONSULTANTS

Wexford, PA 15090

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CRD#: 1217753

Professional summary

Gregory Allen Robick, who also goes by Greg Allen Robick, is a registered financial advisor currently at CORPORATE BENEFITS CONSULTANTS, INC. located in Wexford, Pennsylvania.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Gregory has worked at 4 firms and has passed the Series 65, Series 63, Series 6 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Greg Allen Robick

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.

NAME OF OTHER BUSINESS: BELONG FOR ME; NOT INVESTMENT-RELATED; ADDRESS: 127 BEAVER CREEK COURT, SEWICKLEY, PA 15143; NATURE OF BUSINESS: BELONG FOR ME IS A SOFTWARE-AS-A-SERVICE COMPANY THAT SEEKS TO CREATE A SENSE OF BELONGING WITHIN CORPORATIONS AND REDUCE EMPLOYEE ATTRITION BY OFFERING A PERSONALIZED APPROACH TO EMPLOYEE ENGAGEMENT. OUR PRODUCT, COEXPERIENCES, IS AN EMPLOYER-PURCHASED SOFTWARE SOLUTION THAT ADDRESSES THE CHALLENGES OF BUILDING COMMUNITY IN THE MODERN WORKPLACE; POSITION: PASSIVE INVESTOR; START DATE: DECEMBER 28, 2022; ZERO HOURS/MONTH; ZERO HOURS/MONTH DURING SECURITIES-TRADING HOURS; DUTIES: NONE - I'M A PASSIVE INVESTOR.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Allen Robick's CRS (Customer Relationship Summary).

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

Current

April 8, 2011 - Present

CORPORATE BENEFITS CONSULTANTS, INC.

Office #1: 8500 Brooktree Road Suite 305, Wexford, PA 15090

RIA

CRD#: 155764

Wexford, PA

Past

January 21, 2011 - April 1, 2011

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

MARS, PA

Past

November 2, 2007 - April 1, 2011

PRINCIPAL SECURITIES, INC.

CRD#: 1137

MARS, PA

Past

November 10, 2005 - August 10, 2007

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Past

May 17, 2000 - November 10, 2005

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

Past

June 19, 1986 - March 26, 1997

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Past

November 25, 1983 - May 2, 1986

BOWMAN FINANCIAL SERVICES, INC.

CRD#: 13183

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(4/8/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/18/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/31/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 5/16/2000

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7

Date: 11/19/1983

General Securities Representative Examination

Current Firm

CORPORATE BENEFITS CONSULTANTS, INC.

CRD#: 155764 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (4/7/2011 Approved)

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Contact information

Main Address

8500 Brooktree Road Suite 305, Wexford, PA 15090

Mailing Address

Phone number

(724) 779-4606

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 40,000,000

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.

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Advisor Monitoring

Firm Stability Insights

Gregory A. Robick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Allen Robick's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

PRINCIPAL SECURITIES, INC.

BOWMAN FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/18/2011

Series 63

Date: 5/31/2000

Series 6

Date: 5/16/2000

Series 7

Date: 11/19/1983

Current Firm

CORPORATE BENEFITS CONSULTANTS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CORPORATE BENEFITS CONSULTANTS, INC.

TRUST BUT VERIFY

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