Nisha G. Mcgreevy
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.
Nisha Gupta Mcgreevy, who also goes by Nisha G Mcgreevy, was a registered financial professional .
Nisha is a previously registered financial professional and started their career in finance in 1995. Nisha had worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 13, 2013 - October 5, 2016
ATLAS STRATEGIC ADVISORS, LLC
September 22, 2008 - August 31, 2011
BARCLAYS CAPITAL INC.
June 12, 2006 - September 22, 2008
LEHMAN BROTHERS INC.
May 1, 2001 - June 6, 2006
J.P. MORGAN SECURITIES INC.
July 26, 1995 - May 1, 2001
JPMSI
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
ATLAS STRATEGIC ADVISORS, LLC
CRD#: 138970 / SEC#: , 8-67183
Contact information
FINRA licenses (10 States and Territories)
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.
