GG
Geoffrey A. Grenert
SIERRA LEGACY GROUP
Scottsdale, AZ 85254
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CRD#: 2862874
GG
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.
(1) Grenert Financial Group, LLC DBA Sierra Legacy Group; 6424 E Greenway Parkway, Scottsdale AZ 85254; M Financial Group Member Firm Principal/Insurance; Investment Related; Managing Member; Marketer and primary client relationship manager; 06/15/2016;160 hours/month; 160 hours/month during business hours. (2) Cypress Advisory Group LLC, dba Sierra Legacy Group; 6424 E Greenway Parkway, Scottsdale AZ 85254; Investment Advisory Representative; Managing Member; Marketer and client interaction; Investment Related; 08/14/2019; 160 hours/month; 160 hours/month during business hours. (3) MLBPA Players Trust; 1325 Avenue of the Americas, New York, NY 10019; Board Member; Not Investment Related; Trustee/Board Member; 9/15/25; 1 HO/MO; 1 HO/MO during trading hours. (3) The Wall LLC; Phoenix, AZ; 9/2023; Hitting Consultant; baseball training facility; not investment-related; 19 hours per month. (4) Axcelus Life; 1650 Market Street 8th Floor, Philadelphia, PA 19103; SMA Management inside of PPLI Investment; Investment Related; Agent; Managing the SMA and Advising on Life Insurance Design; 11/01/2024; 10 hours per month; 10 hours per month during trading hours. (5) GC Sports Product Development LLC; 5356 E Fellars Dr. Scottdale, AZ 85254; Sport Products; Not Investment Related; Owner; Training hitters and selling devices; 10/15/2024; 20 hours per month; 5 hours per month during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Geoffrey Allen Grenert'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
September 5, 2014 - Present
SIERRA LEGACY GROUP
Office #1: 6424 E. Greenway Parkway Suite 100, Scottsdale, AZ 85254RIA
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 85254RIA
BD
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
BD
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".
SL
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)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.RR
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
RR
Alaska(3/28/2019)
RR
Arizona(8/2/2021)
IAR
Arizona(8/2/2021)
RR
California(1/19/2006)
IAR
California(6/5/2020)
RR
Hawaii(8/10/2010)
RR
Minnesota(11/19/2007)
RR
Nevada(1/19/2006)
IAR
Nevada(9/5/2014)
RR
New Mexico(9/21/2011)
RR
New York(11/20/2007)
RR
South Dakota(12/11/2020)
RR
Texas(11/14/2007)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SL
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)Upgrade to AdvisorCheck Premium
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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
8
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 78 |
| AUM (Assets Under Management) | $ 123,288,236 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
