GC
Gregg S. Coury
THE COURY FIRM
PITTSBURGH, PA 15222
Some features on this profile are disabled
CRD#: 2792073
GC
Professional summary
Gregg S. Coury, who also goes by Gregg Scott Coury, is a registered financial advisor currently at THE COURY FIRM located in Pittsburgh, Pennsylvania.
Gregg is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Gregg has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gregg Scott Coury
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) ROBERT J COURY FAMILY FOUNDATION, BOARD MEMBER, 5 HRS/MO (0HRS DURING SECURITIES TRADING HRS), INVESTMENT RELATED, PITTSBURGH, PA. 2) E'O MANAGEMENT LLC, VICE CHAIRMAN OF INVESTMENT COMMITTEE, 5 HRS/MO (0 HRS DURING SECURITIES TRADING HRS), INVESTMENT RELATED, PITTSBURGH, PA. 3) ELEVENTH RECORDS, LLC, OWNER/PASSIVE INVESTOR, 01/2010-PRESENT, 5 HRS/MO (0 HRS DURING SECURITIES TRADING HRS), NOT INVESTMENT RELATED, PRESTO, PA. 4) THE COURY FIRM LLC F/K/A COURY FINANCIAL GROUP, LP: CEO, START DATE 06/2017; 260 FORBES AVE SUITE 1600 PITTSBURGH PA 15222; 10 HOURS PER MONTH (5 DURING TRADING HOURS); NOT INVESTMENT RELATED, INSURANCE PRODUCTS OFFERED AS AN INDEPENDENT INSURANCE AGENT LICENSED IN MULTIPLE STATES FOR LIFE AND HEALTH INSURANCE, MAY RECEIVE COMMISSIONS FROM SALES OF INSURANCE PRODUCTS. 5) COURY FIRM BUSINESS ADVISORY LLC F/K/A COURY CONSULTING LP: START DATE 06/2003; CEO; NOT INVESTMENT RELATED; 20 HOURS PER MONTH (10 DURING TRADING HOURS); ADVISORY SUPPORT AND FINANCIAL ANALYSIS FOR BUSINESS ADVISORY; 260 FORBES AVE SUITE 1600 PITTSBURGH PA 15222; MAY RECEIVE FEES FOR BUSINESS ADVISORY SERVICES.
CRS (Client Relationship Summary) - RIA
Click below to view Gregg S. Coury'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 23, 2018 - Present
THE COURY FIRM
Office #1: 260 Forbes Avenue Suite 1600, Pittsburgh, PA 15222RIA
CRD#: 289145
PITTSBURGH, PA
Past
February 19, 2002 - June 26, 2018
COURY INVESTMENT ADVISORS, INC.
RIA
CRD#: 116004
PITTSBURGH, PA
Past
November 13, 2001 - December 31, 2017
COURY INVESTMENT ADVISORS, INC.
RIA
CRD#: 116004
PITTSBURGH, PA
Past
September 5, 1997 - December 31, 2017
FSC SECURITIES CORPORATION
BD
CRD#: 7461
PITTSBURGH, PA
Past
August 25, 1997 - September 3, 1997
GUARDIAN INVESTOR SERVICES LLC
BD
CRD#: 6635
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".
THE COURY FIRM
COURY ASSET MANAGEMENT | THE COURY FIRM | P.I. GATEWAY | COURY FIRM ASSET MANAGEMENT LLC | COURY ASSET MANAGEMENT LLC
CRD#: 289145 / SEC#: 801-112543
RIA
Registered Investment Advisory firm - (3/2/2018 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
California(6/25/2018)
IAR
Florida(7/31/2018)
IAR
Pennsylvania(6/23/2018)
IAR
West Virginia(7/3/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
THE COURY FIRM
COURY ASSET MANAGEMENT | THE COURY FIRM | P.I. GATEWAY | COURY FIRM ASSET MANAGEMENT LLC | COURY ASSET MANAGEMENT LLC
CRD#: 289145 / SEC#: 801-112543
RIA
Registered Investment Advisory firm - (3/2/2018 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
260 Forbes Avenue Suite 1600, Pittsburgh, PA 15222
Mailing Address
Phone number
(412) 261-5744
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,007 |
| AUM (Assets Under Management) | $ 1,189,533,934 |
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.
