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EG

Edward Grey

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CRD#: 229699
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.

Edward Grey, who also goes by Edward Robert Grey, was a registered financial professional .

Edward is a previously registered financial professional and started their career in finance in 1969. Edward had worked at 32 firms and has passed the Series 63, Series 5 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Edward Robert Grey

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

July 7, 2000 - November 4, 2002

DIRKS & COMPANY, INC.

BD
CRD#: 42185
NEW YORK, NY
Past

March 22, 2000 - June 9, 2000

THE THORNWATER COMPANY, L.P.

BD
CRD#: 36195
NEW YORK, NY
Past

March 16, 1999 - July 26, 1999

WIN CAPITAL CORP.

BD
CRD#: 36172
BAYVILLE, NY
Past

June 12, 1998 - January 1, 1999

SOLID ISG CAPITAL MARKETS, LLC

BD
CRD#: 39375
NEW YORK, NY
Past

January 14, 1997 - April 20, 1998

ALDEN CAPITAL MARKETS, INC.

BD
CRD#: 25314
NEW YORK, NY
Past

September 24, 1996 - November 7, 1996

FIRST ASSET MANAGEMENT, INC.

BD
CRD#: 17341
GARDEN CITY, NY
Past

May 26, 1995 - May 21, 1996

INVESTORS ASSOCIATES, INC.

BD
CRD#: 958
HACKENSACK, NJ
Past

October 31, 1994 - June 19, 1995

M.S. FARRELL & COMPANY, INC.

BD
CRD#: 24232
SYOSSET, NY
Past

February 14, 1994 - September 29, 1994

STUART, COLEMAN & CO., INC.

BD
CRD#: 8642
NEW YORK, NY
Past

January 21, 1993 - February 15, 1994

THE STAMFORD COMPANY, INC.

BD
CRD#: 23725
Past

June 11, 1991 - December 31, 1992

LADENBURG THALMANN & CO. INC.

BD
CRD#: 505
NEW YORK, NY
Past

May 14, 1990 - June 14, 1991

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

January 23, 1990 - May 11, 1990

GLOBAL CAPITAL SECURITIES, INC.

BD
CRD#: 13358
Past

May 30, 1989 - September 1, 1989

ROBYNS CAPITAL CORP.

BD
CRD#: 19980
Past

August 15, 1988 - April 27, 1989

PROFILE INVESTMENTS CORPORATION

BD
CRD#: 16478
Past

December 4, 1987 - July 11, 1988

BERKELEY SECURITIES CORPORATION

BD
CRD#: 8397
Past

March 19, 1987 - October 19, 1987

BERKELEY SECURITIES CORPORATION

BD
CRD#: 8397
Past

June 27, 1986 - February 13, 1987

BROOKS WEINGER ROBBINS & LEEDS INC.

BD
CRD#: 14156
Past

April 29, 1986 - May 23, 1986

HUBERMAN SECURITIES CORP.

BD
CRD#: 10133
Past

July 8, 1985 - April 8, 1986

CROWN FINANCIAL GROUP, INC.

BD
CRD#: 540
Past

May 29, 1985 - June 6, 1985

JII SECURITIES INC.

BD
CRD#: 406
Past

December 14, 1983 - September 25, 1985

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

September 30, 1981 - December 20, 1983

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

May 21, 1981 - July 21, 1981

P-S SECURITIES, INC.

BD
CRD#: 6831
Past

January 19, 1979 - June 1, 1981

L. F. ROTHSCHILD & CO. INCORPORATED

BD
CRD#: 501
Past

December 12, 1978 - December 18, 1978

MOSELEY SECURITIES CORPORATION

BD
CRD#: 7908
Past

August 5, 1975 - December 31, 1978

NEUBERGER SECURITIES CORP.

BD
CRD#: 6079
Past

December 4, 1974 - February 2, 1976

GREEN HILL FINANCIAL SERVICE CORPORATION

BD
CRD#: 4882
Past

May 16, 1974 - September 5, 1974

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
Past

July 6, 1973 - April 27, 1974

REYNOLDS SECURITIES, INC.

BD
CRD#: 712
Past

March 20, 1973 - July 26, 1973

NEW YORK SECURITIES CO INC

BD
CRD#: 1000003
Past

November 8, 1972 - April 23, 1973

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
Past

November 18, 1969 - December 24, 1972

BACHE & CO INCORPORATED

BD
CRD#: 7058

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: 5/22/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 5
Date: 10/17/1981
Interest Rate Options Examination
General Industry/Product Exam
RR
Series 1
Date: 3/10/1969
Registered Representative Examination

Current Firm


D&
DIRKS & COMPANY, INC.
DIRKS & COMPANY, INC.

CRD#: 42185 / SEC#: , 8-49735

BD
Terminated by SEC on 12/31/2002
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Contact information


Main Address
Mailing Address
Phone number
Established
New York since 03/12/1996
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
DIRKS, JESSY LILLYCEO711347
LOPEZ, DIEGOOTC TRADER CROP./SROP

Disclosures


Regulatory Event6
Arbitration3

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


DIRKS & COMPANY, INC.

CRD#: 42185

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