Paul S. Gregorchuk

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CRD#: 2526437

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.

Paul Scott Gregorchuk, who also goes by Scott Gregorchuk, was a registered financial professional .

Paul is a previously registered financial professional and started their career in finance in 1994. Paul had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 9 and Series 10 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Scott Gregorchuk

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

April 29, 2014 - December 31, 2016

FFT WEALTH MANAGEMENT

RIA

CRD#: 151225

WEST CONSHOHOCKEN, PA

Past

May 23, 2013 - September 5, 2014

LGL PARTNERS, LLC

RIA

CRD#: 154070

WEST CONSHOHOCKEN, PA

Past

March 12, 2012 - October 22, 2016

CV BROKERAGE, INC

CRD#: 462

WILLIAMSTOWN, NJ

Past

July 23, 2009 - March 22, 2010

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

Past

August 30, 2005 - August 4, 2007

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

December 4, 2003 - August 11, 2005

MORGAN STANLEY MARKET PRODUCTS INC.

CRD#: 19794

NEW YORK, NY

Past

October 24, 2000 - August 11, 2005

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

NEW YORK, NY

Past

September 7, 2000 - August 11, 2005

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

Past

August 31, 1994 - September 27, 2000

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

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".

FFT WEALTH MANAGEMENT

FFT WEALTH MANAGEMENT | FORBES FAMILY TRUST, LGL PARTNERS, LLC (RELYING ADVISER) | FORBES FAMILY TRUST LLC | FORBES FAMILY TRUST | FFT WEALTH MANAGEMENT LLC

CRD#: 151225 / SEC#: 801-70638

RIA

Registered Investment Advisory firm - (10/7/2009 Approved)

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.

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: 8/11/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/9/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/22/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 8/31/1994

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 8/24/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 11/12/2003

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 8/28/2003

General Securities Sales Supervisor - General Module Examination

Current Firm

FFT WEALTH MANAGEMENT

FFT WEALTH MANAGEMENT | FORBES FAMILY TRUST, LGL PARTNERS, LLC (RELYING ADVISER) | FORBES FAMILY TRUST LLC | FORBES FAMILY TRUST | FFT WEALTH MANAGEMENT LLC

CRD#: 151225 / SEC#: 801-70638

RIA

Registered Investment Advisory firm - (10/7/2009 Approved)

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Contact information

Main Address

2 Liberty Place Floor 34, Philadelphia, PA 19102

Mailing Address

Phone number

(610) 545-6100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FFT FORM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	116
AUM (Assets Under Management)	$ 6,051,403,909

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/14/2024	Cover Page	Report
09/27/2023	Cover Page	Report
10/28/2022	Cover Page	Report

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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Paul S. Gregorchuk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

LGL PARTNERS, LLC

CV BROKERAGE, INC

J.P. MORGAN SECURITIES LLC

CITIGROUP GLOBAL MARKETS INC.

MORGAN STANLEY MARKET PRODUCTS INC.

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

GOLDMAN SACHS & CO. LLC

Primary Firm SEC Registration

FFT WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 8/11/1999

Series 63

Date: 9/9/1994

SIE

Date: 10/22/2016

Series 3

Date: 8/31/1994

Series 7

Date: 8/24/1994

Series 9

Date: 11/12/2003

Series 10

Date: 8/28/2003

Current Firm

FFT WEALTH MANAGEMENT

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FFT WEALTH MANAGEMENT

TRUST BUT VERIFY

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