EG
Eric A. Greschner
REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.
Metairie, LA 70003
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CRD#: 2681554
EG
Professional summary
Eric Arthur Greschner is a registered financial advisor currently at REGATTA RESEARCH & MONEY MANAGEMENT L.L.C. located in Metairie, Louisiana.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Eric has worked at 3 firms and has passed the Series 66, Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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 TOD INDEX, LLC INVESTMENT RELATED POSITION - MEMBER AFFILIATED SINCE AUGUST, 2016 THE BUSINESS IS INVESTMENT RELATED, MORE SPECIFICALLY RELATED TO THE CREATION, REPORTING, AND MARKETING OF A PROPRIETARY NATIONAL REAL ESTATE PRICE INDEX COMPRISED OF REAL ESTATE LOCATED IN CLOSE PROXIMITY TO TRANSPORTATION NODES ALTHOUGH THERE ARE EXCEPTIONS, THE APPROXIMATE NUMBER OF HOURS DEDICATED TO THIS OTHER BUSINESS IS HIGHLY VARIABLE RANGING FROM ZERO TO ONE HRS/MONTH ON AVERAGE ALTHOUGH THERE ARE EXCEPTIONS, THE APPROXIMATE NUMBER OF HOURS DEDICATED TO THIS OTHER BUSINESS DURING SECURITIES TRADING HOURS IS HIGHLY VARIABLE. PRIORITY FUNDS, LLC POSITION: PARTNER INVESTMENT RELATED AFFILIATED SINCE 08/27/2020 THE BUSINESS IS NOT IN OPERATION, BUT IT IS INVESTMENT RELATED, RELATED TO THE ANALYSIS AND INVESTMENT IN PRIVATE, CLOSELY HELD AND CROWD FUNDED REAL ESTATE INVESTMENTS. ALTHOUGH THERE ARE EXCEPTIONS, THE APPROXIMATE NUMBER OF HOURS DEDICATED TO THIS OTHER BUSINESS ON AVERAGE IS 8 HOURS, ALTHOUGH THERE ARE EXCEPTIONS. Priority Funds Management, LLC Priority Funds Sidecar III, LLC Priority Funds II Income Focus, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Eric Arthur Greschner'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
July 15, 2004 - Present
REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.
Office #1: 6620 Riverside Dr Suite 207, Metairie, LA 70003RIA
CRD#: 113181
Metairie, LA
Past
June 19, 2000 - November 8, 2000
VERAVEST INVESTMENTS, INC.
BD
CRD#: 3960
WORCESTER, MA
Past
December 22, 1995 - July 26, 1996
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
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".
RR
REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.
REGATTA RESEARCH & MONEY MANAGEMENT L.L.C. | YOUR FINANCIAL COACHES
CRD#: 113181 / SEC#: 801-60383
RIA
Registered Investment Advisory firm - (7/3/2001 Approved)Louisiana
Registered Investment Advisory firm - (7/3/2001 Cancelled)New York
Registered Investment Advisory firm - (4/20/2007 Cancelled)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
Florida(4/14/2016)
IAR
Louisiana(7/19/2004)
IAR
Texas(7/15/2004)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
RR
REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.
REGATTA RESEARCH & MONEY MANAGEMENT L.L.C. | YOUR FINANCIAL COACHES
CRD#: 113181 / SEC#: 801-60383
RIA
Registered Investment Advisory firm - (7/3/2001 Approved)Louisiana
Registered Investment Advisory firm - (7/3/2001 Cancelled)New York
Registered Investment Advisory firm - (4/20/2007 Cancelled)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6620 Riverside Drive Suite 207, Metairie, LA 70003
Mailing Address
17425 Jefferson Hwy Ste C, Baton Rouge, LA 70817
Phone number
(504) 831-4636
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,399 |
| AUM (Assets Under Management) | $ 188,472,996 |
Red Flags
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Company Information
REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.
CRD#: 113181Metairie, LA 70003TRUST BUT VERIFY
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