Geoffrey A. Grenert

SIERRA LEGACY GROUP

SCOTTSDALE, AZ 85254

CRD#: 2862874

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Professional summary

Geoffrey Allen Grenert is a registered financial advisor currently at SIERRA LEGACY GROUP located in Scottsdale, Arizona and M HOLDINGS SECURITIES, INC. located in Reno, Nevada.

Geoffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Geoffrey has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 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 advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Geoffrey Allen Grenert'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

September 5, 2014 - Present

SIERRA LEGACY GROUP

Office #1: 6424 E. Greenway Parkway Suite 100, Scottsdale, AZ 85254

RIA

CRD#: 172113

SCOTTSDALE, AZ

Current

January 19, 2006 - Present

M HOLDINGS SECURITIES, INC.

Office #1: 9190 Double Diamond Parkway, Reno, NV 89521Office #2: 6424 E Greenway Parkway Suite 100, Scottsdale, AZ 85254

RIA

CRD#: 43285

Reno, NV

Past

April 7, 2022 - July 14, 2025

M HOLDINGS SECURITIES, INC.

RIA

CRD#: 43285

RENO, NV

Past

January 19, 2006 - September 5, 2014

M HOLDINGS SECURITIES, INC.

RIA

CRD#: 43285

RENO, NV

Past

June 28, 2002 - January 17, 2006

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

RENO, NV

Past

December 23, 1997 - January 19, 2006

NYLIFE SECURITIES LLC

CRD#: 5167

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".

SIERRA LEGACY GROUP

CYPRESS ADVISORY GROUP, LLC | SIERRA LEGACY GROUP | CYPRESS STRATEGIES

CRD#: 172113 / SEC#: 801-122455

RIA

Registered Investment Advisory firm - (9/8/2021 Approved)

Arizona

Registered Investment Advisory firm - (10/11/2021 Terminated)

California

Registered Investment Advisory firm - (11/10/2021 Terminated)

Nevada

Registered Investment Advisory firm - (11/11/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Alaska
(3/28/2019)

Arizona
(8/2/2021)

IAR

Arizona
(8/2/2021)

California
(1/19/2006)

IAR

California
(6/5/2020)

Florida
(2/6/2026)

Hawaii
(8/10/2010)

Illinois
(2/20/2026)

Minnesota
(11/19/2007)

Nevada
(1/19/2006)

IAR

Nevada
(9/5/2014)

New Mexico
(9/21/2011)

New York
(11/20/2007)

South Dakota
(12/11/2020)

Texas
(11/14/2007)

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: 6/11/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/17/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/19/1997

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

SIERRA LEGACY GROUP

CYPRESS ADVISORY GROUP, LLC | SIERRA LEGACY GROUP | CYPRESS STRATEGIES

CRD#: 172113 / SEC#: 801-122455

RIA

Registered Investment Advisory firm - (9/8/2021 Approved)

Arizona

Registered Investment Advisory firm - (10/11/2021 Terminated)

California

Registered Investment Advisory firm - (11/10/2021 Terminated)

Nevada

Registered Investment Advisory firm - (11/11/2021 Terminated)

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Contact information

Main Address

6424 E. Greenway Parkway Suite 100, Scottsdale, AZ 85254

Mailing Address

Phone number

(775) 322-4500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (1/22/2026)

Regulatory assets under management

Total Number of Accounts	86
AUM (Assets Under Management)	$ 152,721,993

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.

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Advisor Monitoring

Firm Stability Insights

Geoffrey A. Grenert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Geoffrey Allen Grenert's CRS (Customer Relationship Summary).

Certified licenses

Experience

M HOLDINGS SECURITIES, INC.

M HOLDINGS SECURITIES, INC.

M HOLDINGS SECURITIES, INC.

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

SIERRA LEGACY GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 6/11/2002

Series 63

Date: 11/17/1997

SIE

Date: 10/1/2018

Series 6

Date: 12/19/1997

FINRA

Current Firm

SIERRA LEGACY GROUP

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SIERRA LEGACY GROUP

TRUST BUT VERIFY

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