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MG

Marios P. Gregoriou

ELITE CAPITAL SERVICES
Folsom, CA 95630
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CRD#: 1513260
MG

Professional summary


Marios Panos Gregoriou, who also goes by Marios Panayiotis Gregoriou, Marios Gregoriou, is a registered financial advisor currently at ELITE CAPITAL SERVICES, LLC located in Folsom, California.

Marios is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Marios has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 31, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Marios Panayiotis Gregoriou | Marios Gregoriou

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.
1. GREGOTRADE, LLC - MANAGING DIRECTOR AND SOLE OWNER OF ENTITY CREATED FOR FOREIGN TRADE CONSULTING FOR IMPORTERS/EXPORTERS, NON-INVESTMENT RELATED. 2. INSURANCE SALES DBA MARIOS GREGORIOU CONDUCTED FROM BRANCH OFFICE FOR 12-20 HOURS PER MONTH, INVESTMENT RELATED. 3. ELITE CAPITAL SERVICES, LLC; MANAGING DIRECTOR; INVESTMENT RELATED; START FEB 2008; 153 PARKSHORE DRIVE SUITE 100, FOLSOM, CA 95650 4. QUIKS; NOT-INVESTMENT RELATED; 153 PARKSHORE DRIVE SUITE 100, FOLSOM, CA 95650; SOCIAL NETWORKING/IPHONE APP; PRESIDENT; REGISTERED 5/2014, NOT OPERABLE YET; 10 HRS PER MONTH, 0 DURING TRADING; HELP WITH COMPANY SET UP;

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Marios Panos Gregoriou'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

January 28, 2008 - Present

ELITE CAPITAL SERVICES, LLC

Office #1: 101 Parkshore Drive, Suite 215, Folsom, CA 95630
RIA
CRD#: 145449
Folsom, CA
Past

February 1, 2008 - February 6, 2015

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
FOLSOM, CA
Past

February 25, 2005 - February 5, 2008

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
FOLSOM, CA
Past

February 25, 2005 - February 5, 2008

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
FOLSOM, CA
Past

August 24, 1998 - February 28, 2005

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
SACRAMENTO, CA
Past

October 23, 1995 - February 28, 2005

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

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
California
(1/28/2008)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/16/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 11/2/1995
Futures Managed Funds Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


EC
ELITE CAPITAL SERVICES, LLC
ELITE CAPITAL SERVICES, LLC

CRD#: 145449 / SEC#:

California
Registered Investment Advisory firm - (1/28/2008 Approved)
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Contact information


Main Address
101 Parkshore Drive, Suite 215, Folsom, CA 95630
Mailing Address
Phone number
(916) 932-2189
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts70
AUM (Assets Under Management)$ 54,000,000

Red Flags


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

Company Information


ELITE CAPITAL SERVICES, LLC

CRD#: 145449Folsom, CA 95630

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