Greg B. Reidy

HAMPSHIRE FAMILY OFFICE

Bedford, NH

Some features on this profile are disabled

CRD#: 2862804

Professional summary

Greg Blaney Reidy is a registered financial advisor currently at HAMPSHIRE FAMILY OFFICE located in Bedford, New Hampshire and FOUR POINTS CAPITAL PARTNERS LLC located in New York, New York.

Greg is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Greg has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 31 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.

HAMPSHIRE FAMILY OFFICE, BEDFORD, NH; INVESTMENT RELATED; STARTED NOVEMBER 2022; CEO AND REGISTERED INVESTMENT ADVISOR REPRESENTATIVE; 40 HOURS PER WEEK DURING TRADING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Greg Blaney Reidy's CRS (Customer Relationship Summary).

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®

None

Experience

Current

May 2, 2023 - Present

HAMPSHIRE FAMILY OFFICE

RIA

CRD#: 323432

Bedford, NH

Current

December 11, 2022 - Present

FOUR POINTS CAPITAL PARTNERS LLC

Office #1: 99 Park Avenue Suite 810, New York, NY 10016

CRD#: 43149

New York, NY

Past

March 8, 2012 - November 22, 2022

DOMINARI SECURITIES LLC

RIA

CRD#: 18975

GREENWICH, CT

Past

March 8, 2012 - November 22, 2022

DOMINARI SECURITIES LLC

CRD#: 18975

GREENWICH, CT

Past

June 1, 2009 - March 5, 2012

MORGAN STANLEY

RIA

CRD#: 149777

RIDGEFIELD, CT

Past

June 1, 2009 - March 5, 2012

MORGAN STANLEY

CRD#: 149777

RIDGEFIELD, CT

Past

October 3, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

NEW YORK, NY

Past

June 13, 1997 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

April 7, 1997 - August 11, 1997

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

April 7, 1997 - August 11, 1997

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

HAMPSHIRE FAMILY OFFICE

GRANITE FO, LLC | HAMPSHIRE FAMILY OFFICE

CRD#: 323432 / SEC#: 801-126787

RIA

Registered Investment Advisory firm - (10/27/2022 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Connecticut
(12/11/2022)

Florida
(12/11/2022)

New Hampshire
(12/11/2022)

IAR

New Hampshire
(5/2/2023)

New York
(12/11/2022)

Texas
(12/11/2022)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/2/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/17/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 1/8/2010

National Commodity Futures Examination

General Industry/Product Exam

Series 31

Date: 4/20/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 4/3/1997

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

HAMPSHIRE FAMILY OFFICE

GRANITE FO, LLC | HAMPSHIRE FAMILY OFFICE

CRD#: 323432 / SEC#: 801-126787

RIA

Registered Investment Advisory firm - (10/27/2022 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

Bedford, NH

Mailing Address

Phone number

(212) 365-7624

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HAMPSHIRE FAMILY OFFICE BROCHURE (3/12/2025)

Regulatory assets under management

Total Number of Accounts	78
AUM (Assets Under Management)	$ 883,909,889

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.

Contact information

xxxxx@xxxx.xxx

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Greg B. Reidy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Greg Blaney Reidy's CRS (Customer Relationship Summary).

Certified licenses

Experience

FOUR POINTS CAPITAL PARTNERS LLC

DOMINARI SECURITIES LLC

DOMINARI SECURITIES LLC

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

HAMPSHIRE FAMILY OFFICE

State Registrations and Notice Filings

Exams

Series 65

Date: 7/2/1997

Series 63

Date: 4/17/1997

SIE

Date: 10/1/2018

Series 3

Date: 1/8/2010

Series 31

Date: 4/20/2005

Series 7

Date: 4/3/1997

FINRA

Current Firm

HAMPSHIRE FAMILY OFFICE

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HAMPSHIRE FAMILY OFFICE

TRUST BUT VERIFY

Contact information

Similar Advisors