CC
Catherine Z. Cory
GRYPHON FINANCIAL PARTNERS
Columbus, OH 43215
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CRD#: 2611081
CC
Professional summary
Catherine Zweig Cory, who also goes by Catherine E Cory, Catherine E Zweig, Catherine Ellen Zweig, is a registered financial advisor currently at GRYPHON FINANCIAL PARTNERS located in Columbus, Ohio.
Catherine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Catherine has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Catherine E Cory | Catherine E Zweig | Catherine Ellen Zweig
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.) Catherine Z. Cory serves as Member of Gryphon Capital Partners, LLC (GCP) since June 2018. GCP is investment related with an address of 325 John H. McConnell Blvd, Suite 425, Columbus, OH 43215. Less than 5% of Cathy Z Cory's time is spent on GCP. 2.) Catherine Z. Cory serves as Member of Gryphon Normandy Partners, LLC (GNP) since June 2019. GNP is investment related with an address of 325 John H. McConnell Blvd, Suite 425, Columbus, OH 43215. Less than 5% of Cathy Z Cory's time is spent on GNP. 3.) Catherine Z. Cory serves as Member of Gryphon Normandy Manager, LLC (GNM) since June 2019. GNM is investment related with an address of 325 John H. McConnell Blvd, Suite 425, Columbus, OH 43215. Less than 5% of Cathy Z. Cory's time is spent on GNM. 4.) Catherine Z. Cory serves as Manager of Grandview Partners GP I, LLC since September 2022. Grandview Partners GP I, LLC is investment related with an address of 325 John H. McConnell Blvd, Suite 425, Columbus, OH 43215. Less than 5% of Catherine Z. Cory's time is spent on Grandview Partners GP I, LLC. 5.) Catherine Z. Cory serves as Manager of Grandview Partners Management, LLC since October 2022. Grandview Partners Management, LLC is investment related with an address of 325 John H. McConnell Blvd, Suite 425, Columbus, OH 43215. Less than 5% of Catherine Z. Cory's time is spent on Grandview Partners Management, LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Catherine Zweig Cory'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
June 5, 2017 - Present
GRYPHON FINANCIAL PARTNERS
Office #1: 325 John H. Mcconnell Blvd. Suite 425, Columbus, OH 43215RIA
CRD#: 288210
Columbus, OH
Past
June 30, 2017 - February 15, 2019
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Columbus, OH
Past
May 2, 2014 - June 30, 2017
HIGHTOWER ADVISORS, LLC
RIA
CRD#: 145323
COLUMBUS, OH
Past
May 2, 2014 - June 30, 2017
HIGHTOWER SECURITIES, LLC
BD
CRD#: 116681
Columbus, OH
Past
June 1, 2009 - May 14, 2014
MORGAN STANLEY
RIA
CRD#: 149777
COLUMBUS, OH
Past
June 1, 2009 - May 14, 2014
MORGAN STANLEY
BD
CRD#: 149777
COLUMBUS, OH
Past
December 3, 2001 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
COLUMBUS, OH
Past
November 12, 2001 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
COLUMBUS, OH
Past
November 4, 1997 - November 20, 2001
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Past
April 12, 1996 - September 22, 1997
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
Past
June 20, 1995 - February 22, 1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
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".
GF
GRYPHON FINANCIAL PARTNERS
GFP FAMILY OFFICE | GRYPHON FINANCIAL PARTNERS, LLC | GRYPHON FINANCIAL PARTNERS | GFP WEALTH MANAGEMENT
CRD#: 288210 / SEC#: 801-110583
RIA
Registered Investment Advisory firm - (5/30/2017 Approved)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
Ohio(6/5/2017)
IAR
Texas(6/6/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
GF
GRYPHON FINANCIAL PARTNERS
GFP FAMILY OFFICE | GRYPHON FINANCIAL PARTNERS, LLC | GRYPHON FINANCIAL PARTNERS | GFP WEALTH MANAGEMENT
CRD#: 288210 / SEC#: 801-110583
RIA
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Contact information
Main Address
325 John H. Mcconnell Blvd. Suite 425, Columbus, OH 43215
Mailing Address
Phone number
(614) 929-2880
Established
Firm type
Fiscal year end
# of Employees
26
SEC notice filing (20 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,579 |
| AUM (Assets Under Management) | $ 2,033,871,278 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/23/2024 | ||
| 12/18/2023 | ||
| 10/25/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
