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Gregory D. Curtis
GREYCOURT & CO.
PITTSBURGH, PA 15232
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CRD#: 2443626
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Professional summary
Gregory Dyer Curtis, who also goes by Gregory D Curtis, Gregory Dyery Curtis, is a registered financial advisor currently at GREYCOURT & CO., INC. located in Pittsburgh, Pennsylvania.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Gregory has worked at 1 firm and has passed the Series 65 and Series 2 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gregory D Curtis | Gregory Dyery Curtis
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.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Dyer Curtis'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®
NoneExperience
Current
May 17, 1996 - Present
GREYCOURT & CO., INC.
Office #1: 607 College Street, Pittsburgh, PA 15232RIA
CRD#: 111936
PITTSBURGH, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
G&
GREYCOURT & CO., INC.
GREYCOURT & CO., INC.
CRD#: 111936 / SEC#: 801-60297
RIA
Registered Investment Advisory firm - (6/22/2001 Approved)California
Registered Investment Advisory firm - (6/22/2001 Terminated)Florida
Registered Investment Advisory firm - (6/22/2001 Terminated)Georgia
Registered Investment Advisory firm - (6/22/2001 Terminated)Illinois
Registered Investment Advisory firm - (6/22/2001 Terminated)Maine
Registered Investment Advisory firm - (6/22/2001 Terminated)Massachusetts
Registered Investment Advisory firm - (2/15/2002 Terminated)Michigan
Registered Investment Advisory firm - (6/22/2001 Terminated)New Jersey
Registered Investment Advisory firm - (6/22/2001 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/17/2001 Terminated)Texas
Registered Investment Advisory firm - (7/12/2001 Terminated)Virginia
Registered Investment Advisory firm - (6/22/2001 Terminated)West Virginia
Registered Investment Advisory firm - (9/12/2001 Terminated)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(5/17/1996)
IAR
Texas(4/7/1997)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 2
Date: 3/26/1996
Non-Member General Securities ExaminationCurrent Firm
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GREYCOURT & CO., INC.
GREYCOURT & CO., INC.
CRD#: 111936 / SEC#: 801-60297
RIA
Registered Investment Advisory firm - (6/22/2001 Approved)California
Registered Investment Advisory firm - (6/22/2001 Terminated)Florida
Registered Investment Advisory firm - (6/22/2001 Terminated)Georgia
Registered Investment Advisory firm - (6/22/2001 Terminated)Illinois
Registered Investment Advisory firm - (6/22/2001 Terminated)Maine
Registered Investment Advisory firm - (6/22/2001 Terminated)Massachusetts
Registered Investment Advisory firm - (2/15/2002 Terminated)Michigan
Registered Investment Advisory firm - (6/22/2001 Terminated)New Jersey
Registered Investment Advisory firm - (6/22/2001 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/17/2001 Terminated)Texas
Registered Investment Advisory firm - (7/12/2001 Terminated)Virginia
Registered Investment Advisory firm - (6/22/2001 Terminated)West Virginia
Registered Investment Advisory firm - (9/12/2001 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2100 Wharton Street Suite 600, Pittsburgh, PA 15203
Mailing Address
Phone number
(412) 361-0100
Established
Firm type
Fiscal year end
# of Employees
39
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 44 |
| AUM (Assets Under Management) | $ 5,511,789,755 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
