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EG

Eric C. Gretchyn

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CRD#: 2185462
EG

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.

Eric Christopher Gretchyn, who also goes by Eric Christopher Gretchen, was a registered financial professional .

Eric is a previously registered financial professional and started their career in finance in 1998. Eric had worked at 17 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Eric Christopher Gretchen

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

August 27, 2014 - May 15, 2017

PHX FINANCIAL, INC.

BD
CRD#: 144403
Hauppauge, NY
Past

February 28, 2014 - September 11, 2014

IAA FINANCIAL LLC

BD
CRD#: 6578
MELVILLE, NY
Past

March 11, 2013 - February 27, 2014

JOSEPH STONE CAPITAL L.L.C.

BD
CRD#: 159744
GARDEN CITY, NY
Past

July 30, 2009 - September 27, 2011

NEWPORT COAST SECURITIES, INC.

BD
CRD#: 16944
WESTBURY, NY
Past

February 13, 2009 - July 2, 2009

ROCKWELL GLOBAL CAPITAL LLC

BD
CRD#: 142485
LAKEMARY, FL
Past

November 17, 2008 - February 25, 2009

NEWPORT COAST SECURITIES, INC.

BD
CRD#: 16944
HICKSVILLE, NY
Past

August 11, 2008 - November 7, 2008

JOHN THOMAS FINANCIAL

BD
CRD#: 40982
HAUPPAUGE, NY
Past

September 21, 2007 - August 4, 2008

MILESTONE FINANCIAL SERVICES, INC.

BD
CRD#: 43295
ROCKY POINT, NY
Past

June 12, 2007 - September 17, 2007

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
SYOSSET, NY
Past

February 9, 2007 - June 4, 2007

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
LAKE SUCCESS, NY
Past

April 30, 2004 - December 20, 2006

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
HUNTINGTON, NY
Past

September 17, 2002 - June 14, 2004

JOSEPH STEVENS & CO., INC.

BD
CRD#: 35459
BROOKLYN, NY
Past

July 2, 2002 - September 25, 2002

CLEARING SERVICES OF AMERICA, INC.

BD
CRD#: 23623
ST. LOUIS, MO
Past

May 1, 2001 - May 8, 2002

W.A. CAPITAL MARKETS

BD
CRD#: 6292
NEW YORK, NY
Past

November 3, 2000 - June 4, 2001

CANTELLA & CO., INC.

BD
CRD#: 13905
MALDEN, MA
Past

June 2, 2000 - November 3, 2000

WHITEHALL WELLINGTON INVESTMENTS, INC.

BD
CRD#: 38022
PORT WASHINGTON, NY
Past

April 26, 2000 - June 27, 2000

CAMBRIDGE CAPITAL, LLC

BD
CRD#: 41464
GARDEN CITY, NY
Past

March 16, 1999 - August 17, 1999

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

October 15, 1998 - October 1, 1998

LADENBURG CAPITAL MANAGEMENT INC.

BD
CRD#: 14623
BETHPAGE, NY

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: 4/13/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


PF
PHX FINANCIAL, INC.
BLACKWALL CAPITAL MARKETS, INC. | PHX FINANCIAL, INC. | PHOENIX FINANCIAL SERVICES | GRANDVIEW CAPITAL, INC.

CRD#: 144403 / SEC#: , 8-67653

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


Main Address
100 Wall Street Floor 10, New York, NY 10005
Mailing Address
100 Wall Street Floor 10, New York, NY 10005
Phone number
(212) 776-4187
Established
Florida since 12/27/2006
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 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#
PHOENIX FINANCIAL CONSOLIDATED HOLDINGS, LPPARENT OF BROKER DEALER
CHEN, KEVINCEO4871316
GILMAN, ROBERT CRAIGFINOP - PFO1738412
MONTANA, JOSEPH RYANROSFP, MSRB PRINCIPAL5640919
OTOYA, DANIEL ORLANDOCHIEF COMPLIANCE OFFICER2208241

Disclosures


Regulatory Event4
Arbitration2

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


PHX FINANCIAL, INC.

CRD#: 144403

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